Princeton Financial Partners join RBC from UBS financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
What You Need to Know
The seven-person Princeton Financial Partners team joins RBC s Princeton, New Jersey office after leaving UBS.
RBC said earlier this year that it added two teams of advisors to its Lincoln, Nebraska, branch from UBS.
RBC also added a team of advisors at its Wellesley, Massachusetts, office from Wells Fargo.
A seven-person team that managed about $1.6 billion in assets with UBS has joined RBC Wealth Management’s office in Princeton, New Jersey.
Princeton Financial Partners is a practice that RBC said Tuesday combines personal wealth management for individuals and families with institutional consulting and retirement plan services for businesses.