A New Jersey advisors thought the grass might be greener when he left RBC Wealth Management for UBS, only to do an about face less than three months later and rejoin his former firm. Cerulli Associates research shows that affluent investors are asking advisors for more guidance while also asserting more control over their investments. And Raymond James had an in-person conference for its top producers. Scroll through to find what you might have missed this week in financial planning news.
RBC, LPL, Stifel, plus trends with affluent investors and an advisor who leaves RBC only to come back 3 months later
