New report argues that inefficiencies impair client service and advisors’ success, as they’re saddled with administrative chores
The firm is undergoing a private arbitration process to resolve the multi-million dollar dispute over retirement benefits
Firms benefit from increased revenue diversification
The transformation involves engaging clients in a three-step approach to gain a deep understanding of their needs and values
With a refreshed logo and website, RBC joins Scotiabank and BMO in integrating the wealth-management divisions into the main business more cohesively
A bevy of services and brands will now fall under the umbrella of Scotia Wealth Management banner
City National CEO Russell Goldsmith will lead the combined U.S. wealth management business from Los Angeles
Doug Guzman will replace George Lewis at around the same time RBC is expected to close on its deal to acquire Los Angeles-based City National
DBRS report outlines the benefits of a strong wealth management franchise
Deal includes 180 advisors