Wealth and Asset Management
UBS Mega-Team in L.A. Joins RBC Wealth
One of UBS Wealth Management’s biggest-producing teams in southern California left on Wednesday morning to join RBC Wealth Management. Roger W. Stephens and Dan Rothenberg, who had been with UBS for seven years following a stint at Morgan Stanley, generated fees and commissions of about $12.5 million in the last…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Advisor Hub