Raymond James Financial Services Inc. announced that it added a father-and-son pair of advisers who had been managing $220 million in client assets at RBC Capital Markets. James Domgard and his son Christopher J. Domgard operate as Capitol Private Wealth ...

RBC Wealth Management said it recruited financial adviser Ryan McHugh, who oversees approximately $270 million in client assets. McHugh, who will join the firm’s branch in Bend, Oregon, is an 11-year industry veteran who most recently worked at UBS Financial ...

RBC Wealth Management announced that it has recruited four financial advisers from Truist who oversee roughly $1 billion in client assets. The four advisers and their teams are joining the firm in Florida. The advisers — Brian Amster, Michael Kravitz, ...

RBC Wealth Management has announced a deal to offer the cloud-based wealthtech platform Addepar Inc. to its more than 2,100 financial advisers — marking the largest deal to date for the portfolio management tech provider. Mountain View, California-based Addepar is ...

Brian Nydegger, who managed $420 million at RBC Wealth Management, has formed an independent practice, Point 32 Investment Partners, in Westhampton, New York, and affiliated with LPL Financial. Joining Nydegger in the move, for which he is using LPL’s service ...

Christopher Andreach, who manages $500 million, has returned to RBC Wealth Management in Florham Park, New Jersey after spending a little over two months with UBS Group. Andreach had been with RBC for 17 years before leaving the firm in ...

Three advisers managing $565 million at Merrill Lynch in Bloomington, Minnesota, have moved to RBC Wealth Management and its Wayzata, Minnesota branch, which is outside Minneapolis. The three advisers are Mark L. Johnson, who has nearly 30 years of experience ...

Stephen P. McGovern, who managed $800 million at Merrill Lynch in Stuart, Florida, has moved to RBC Wealth Management. Moving with him are his two assistants, Donna M. Childress and Melanie Rivera. McGovern joined Merrill Lynch in 2009 after 12 ...

Nick Murphy, who managed $178 million at RBC Wealth Management in Raleigh, North Carolina, has set up his own advisory firm, Counterweight Private Wealth, using TruClarity Wealth Advisors as its registered investment advisory platform. Murphy was affiliated with RBC and ...

Jerold Doell Jr., Douglas Kuszak and Gregory Yank, team members who managed $450 million at Wells Fargo Advisors in Lincoln, Nebraska, have joined RBC Wealth Management. Moving with them is Kelli Kruse, their associate. Doell had been with Wells Fargo ...