MINNEAPOLIS, MN, March 16, 2018 /PRNewswire/ - RBC Correspondent
and Advisor Services (CAS), part of RBC Wealth Management – U.S.,
has been named "Best Innovative Client Solution" at the
5th Family Wealth Report Awards 2018.
CAS won the award for BLACK, their integrated financial advisor
platform, which was launched this past May. Within BLACK, RBC has
bundled CircleBlack, Riskalyze, MoneyGuidePro®, Redtail
and Vestmark into one simple, intuitive platform. Accessible
through a single login, BLACK is offered to RBC's clearing &
custody clients with a strong desire to leverage the power of
technology to enhance client relationships and grow their business.
BLACK represents a unique and expandable platform containing a full
menu of wealth management solutions developed by industry leading
financial technology partners.
"We are extremely proud to be recognized for our ability to meet
and exceed the needs of our clients, which is grounded on the
strength of our capabilities and the unparalleled quality and
commitment of our people," said Brett
Thorne, Head of RBC Correspondent and Advisor Services.
"Everyone has really pulled together to ensure we continue to
deliver the highest level of service and innovation to help our
clients thrive, and move us closer to our goal of being among the
most trusted and successful clearing and custody institutions in
the U.S."
RBC also was shortlisted for thee other awards recognizing its
commitment to innovation, including North American Private Bank,
Innovative Investment Solution and Thought Leadership.
Showcasing 'best of breed' providers in the global private
banking, wealth management and trusted advisor communities, the
awards were designed to recognize companies, teams and individuals
which the prestigious panel of judges deemed to have 'demonstrated
innovation and excellence during 2017'.
ClearView Financial Media's CEO, and Publisher of Family
Wealth Report, Stephen Harris,
was first to extend his congratulations to all the winners. He
said: "The firms who triumphed in these awards are all worthy
winners, and I would like to extend my heartiest congratulations.
These awards were judged solely on the basis of entrants'
submissions and their response to a number of specific questions,
which had to be answered focusing on the client experience, not
quantitative performance metrics. That is a unique, and I believe,
compelling feature. These awards recognize the very best operators
in the private client industry, with 'independence', 'integrity'
and 'genuine insight' the watchwords of the judging process - such
that the awards truly reflect excellence in wealth management.
About RBC Correspondent Services and Advisor
Services
RBC Correspondent Services is the third-largest
clearing provider based on number of broker-dealer clients in
the United States. The business
specializes in providing comprehensive clearing, custody and
execution services to independent broker dealers and their advisors
who seek knowledgeable support, powerful trading tools and
platforms, expanded investment choices, compelling advisor
development programs and high quality proprietary research.
RBC Advisor Services is a full-service custody partner for RIA
firms. RBC AS provides tailored access to a sophisticated wealth
management and brokerage platform. Offering capabilities and
solutions of an industry leader and providing personalized service
and support in helping advisors manage their clients' wealth.
RBC Correspondent Services and RBC Advisor Services are
divisions of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC, a
wholly owned subsidiary of, and separate legal entity from, Royal
Bank of Canada.
For more information,
visit www.rbccorrespondentservices.com or
www.rbcadvisorservices.com.
About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management
operates as a division of RBC Capital Markets, LLC. Founded in
1909, RBC Capital Markets, LLC is a member of the New York Stock
Exchange, the Financial Industry Regulatory Authority, the
Securities Investor Protection Corporation, and other major
securities exchanges. RBC Wealth Management has $348 billion in total client assets with
approximately 1,800 financial advisors operating in 200 locations
in 40 states.
About ClearView Financial Media Ltd
("ClearView")
ClearView Financial Media was founded by Chief
Executive, Stephen Harris in 2004,
to provide high quality 'need to know' information for the
discerning private client community. London-based, but with a truly global focus,
ClearView publishes the Family
Wealth Report group of newswires, along with research reports
and newsletters, while also running a pan-global thought-leadership
events programme.
With teams based in London,
Singapore, Switzerland, South
Africa and the Philippines,
the company is one of the fastest-growing media groups serving the
financial services sector.
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SOURCE RBC Wealth Management - U.S.
