Moves
People Moves: $6.8B Sowell Names New CIO, Launches Investment Office
In other moves, RBC snags a UBS veteran to lead in southern Texas; American Beacon Partners hires a client portfolio manager from Envestnet; and Meeder Investment hires a new product lead to bolster market penetration.
Summary as published by WealthManagement.com
More on RBC
RBC hub →InvestmentNews · Oct 23, 2:41 PM ET
People moves: RBC taps Raymond James veteran for Texas complexAdvisorHub · Oct 23, 6:22 AM ET
RBC Snags Raymond James Manager to Lead Texas MarketInvestmentNews · Oct 22, 3:46 PM ET
Advisor moves: RBC lands $1B UBS team in PittsburghWealthManagement.com · Oct 22, 1:54 PM ET
RBC Lures UBS Team Overseeing More Than $1B in Pittsburgh
More on UBS
UBS hub →InvestmentNews · Oct 22, 3:46 PM ET
Advisor moves: RBC lands $1B UBS team in PittsburghWealthManagement.com · Oct 22, 1:54 PM ET
RBC Lures UBS Team Overseeing More Than $1B in PittsburghFinancial Advisor IQ · Oct 22, 1:00 PM ET
Osaic Lures $576M FA Team from Stifel's Former Indie UnitFinancial Advisor IQ · Oct 22, 1:00 PM ET
UBS Loses FA Team with $1B to RBC Wealth Management
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