UBS Loses $5.5 Billion Advisor Team to RBC

RBC Wealth Management made its biggest team hire ever, picking up what the firm describes as a “powerhouse” group of advisors from UBS that oversaw $5.5 billion in client assets.

The team includes Leslie Lauer, who is ranked on Barron’s Top 1,200 Financial Advisors and Top 100 Women Financial Advisors for 2023. The team, dubbed the ESOP Group, is ranked among Barron’s Top 100 Private Wealth Management Teams for 2023.

The…

Source: https://www.barrons.com/advisor/articles/ubs-advisor-leslie-lauer-and-team-join-rbc-8b9c0576?siteid=yhoof2&yptr=yahoo