Robert Loupee and Michael Graziani, who managed $475 million at UBS, have joined RBC Wealth Management in Bloomfield Hills, Michigan.
Loupee spent nine years at UBS after a 32-year career at Merrill Lynch. Graziani also spent nine years at UBS after 16 years at Merrill Lynch.
The team includes Barbara Pesci, the senior client associate, who has more than 30 years of experience.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
