Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Shawn Bernhard

Complex director at RBC Wealth ManagementHouston

At a glance

Shawn Bernhard joined RBC Wealth Management from Raymond James as complex director (our reporting, October 23, 2026). One story in our coverage names them so far.

Firm
RBC Wealth Management
Role
Complex director
Team
Texas South
Location
Houston
In our coverage
1 story

The record

  1. Joined RBC Wealth Management from Raymond James as complex director

    RBC hires ex-Raymond James manager as Texas South complex director Financial ADVSR

How this page is built

Every line on this page comes from a story that names Shawn Bernhard: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 23, 2026. All people in our coverage →