Rbc

Published WirehouseHUB stories filed under Rbc.

• RBC Pulls $2B BofA Private Bank Duo in La Jolla

  Second BofA Private Bank hire into RBC La Jolla in about a month — Behun (MD) and Harris (SVP) with $2B+ firm-reported assets, under a Merrill-trained SoCal complex director, inside RBC's push to add 600 U.S. advisors by 2029. Private bank duo, left BofA Private Bank, joined RBC, La Jolla, $2B

• RBC Wealth Management Picks Former Raymond James and UBS Manager Shawn Bernhard to Run Texas South

  RBC Wealth Management named Shawn Bernhard, a former Raymond James and longtime UBS manager, complex director for Texas South, based in Houston.

• RBC Wealth Management Adds Nepa/Susco Team From UBS in Pittsburgh, More Than $1B in Client Assets

  RBC Wealth Management has added the Nepa/Susco Team, which oversaw more than $1 billion in client assets at UBS, in Pittsburgh. left UBS, joined RBC, Pittsburgh, $1B

• RBC Loses $1.1B Baltimore Team as Rosenwald Private Wealth Goes Independent With Indivisible

  RBC Wealth Management has lost a Baltimore team overseeing about $1.1 billion to Indivisible Partners, the RIA founded by former Merrill wealth chief John Thiel. left RBC, Baltimore, $1.1B

• RBC Poaches Its Own: Osaic's Recruiting Chief Kristen Kimmell Returns as West Divisional Director—A First for the Firm

  RBC just added a seasoned recruiter who spent five years studying how the independent channel attracts advisors. Expect the West Division to get more aggressive on transitions and retention offers. left Osaic, joined RBC

• RBC Wealth Management Pulls $5.2B in Net New Assets as Recruiting Push Lifts U.S. AUM 17% to $228B

  RBC is writing bigger transition checks and pairing them with bank-balance-sheet lending capabilities—if you're fielding a call from their recruiters, the platform is more competitive than it was two years ago. $5.2B

• RBC Poaches Back Osaic's Recruiting Chief Kristen Kimmell After 4-Year Independent Detour

  RBC is re-arming its recruiting operation with an executive who spent four years learning how the independent channel hunts advisors—that's a direct threat to every IBD and wirehouse competing for the same talent pool.

• RBC Wealth Management Lands $670 Million Baird Team in Houston

  RBC Wealth Management recruited the $670M Ellsworth Fair team from Baird in Houston, a rare departure from one of the industry's stickiest firms. left Baird, joined RBC, Houston, $670M