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
New tech tool will give advisors an automated way of managing assets for clients who have fewer assets and require less attention
BMO Wealth Management replaces firm's Private Client Group
Awards in multiple categories
The industry is continuing its transition to fee-based revenue
Wealth management group recognized for client centric approach and strong research teams
Blog aims to engage Canadians on timely wealth management topics