RBC Wealth Management announced Tuesday that it has added an advisory team with more than $1 billion in assets from J.P. Morgan Securities. The Nolan Group will join RBC’s New York City office.
The father-son team includes Michael Nolan, who has 39 years of industry experience, his son Brian Nolan, with seven years of experience, and three staffers.
“RBC Wealth Management has the right blend of resources, tools and support necessary to service the complex financial needs of our clients, along with a genuine commitment to putting the client first in all decisions,” Michael Nolan said in a statement.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound