Cybercrime: A Rising Threat Everybody should be concerned about cybersecurity, says John Taft, CEO of RBC Wealth Management-U.S.
Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M The wirehouse lost one of its biggest producers, but pulled in two teams from rivals RBC and UBS. Meanwhile, Baird lured away a $260M team from Morgan Stanley. See these and other moves in our latest recruiting roundup.
Raymond James Rides Recruitment Wave Firm president Tash Elwyn explains the upswing in advisor headcounts.
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Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff.
The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.