Our host Tara Wells, Director of Business Initiatives at RBC Clearing & Custody sits down with Noel Stave, Chief Operating Officer at RBC Clearing & Custody to discuss our long-term technology roadmap and current technology initiatives. The purpose of these calls are to highlight key resources available to investment professional through a clearing & custody relationship with RBC. These recording are for financial professional use only and not intended for end investor use. The...

Our host Tara Wells, Director of Business Initiatives at RBC Correspondent & Advisor Services sits down with Julianne Schurman, Manager of Client Experience and Gwen Jorgens, Director of Client Digital Experience at RBC Wealth Management to discuss client digital solutions and our client experience roadmap. The purpose of these calls are to highlight key resources available to investment professional through a clearing & custody relationship with RBC. These recording are for...

Our host Tara Wells, Director of Business Initiatives at RBC Correspondent & Advisor Services sits down with Julianne Schurman, Manager of Client Experience at RBC Correspondent & Advisor Services to discuss a new and innovating client onboarding solution. The purpose of these calls are to highlight key resources available to investment professional through a clearing & custody relationship with RBC. These recording are for financial professional use only and not intended for end...

Mick Dyer, Manager of Marketing Content at RBC Correspondent & Advisor Services, introduces John Bracco from Broadridge Advisor Solutions. John explains new features of Broadridge Advisor Solutions available to RBC Financial Professionals at no cost, including newsletters, seminars and e-cards. The purpose of these calls are to highlight key resources available to investment professional through a clearing & custody relationship with RBC. These recording are for financial...

2020 has provided a unique opportunity to discuss Roth Conversions with your clients. Our host Aaron Funk, Director of Wealth Strategies at RBC Correspondent & Advisor Services sits down with Griffin Geisler, Wealth Planning Consultant, at RBC Wealth Management to discuss Roth conversions. The purpose of these calls are to highlight key resources available to all of you through your partnership with RBC. These podcasts are for professional use only, and not intended for end investor use....

Our host Aaron Funk, Wealth Strategies at RBC Correspondent & Advisor Services sits down with Roman Kozak, Retirement Planning Consultant at RBC Wealth Management to discuss the CARES ACT and its impact on RMD’s for 2020 along with a few other timely retirement topics. The purpose of these calls are to highlight key resources available to all of you through your partnership with RBC. These podcasts are for professional use only, and not intended for end investor use. RBC Correspondent...

Our host Aaron Funk, Director of Wealth Strategies at RBC Correspondent & Advisor Services sits down with Sara Martinucci, Senior Trust Consultant at RBC Wealth Management. Sara shared some very timely and actionable thoughts / insights on Beneficiary Designation’s, Wills and Trusts. The purpose of these calls are to highlight key resources available to all of you through your partnership with RBC. These podcasts are for professional use only, and not intended for end investor use. RBC...

Our host Aaron Funk, Director of Wealth Strategies at RBC Correspondent & Advisor Services sits down with Fred Rose, Head of Credit & Liquidity Solutions at RBC Wealth Management to discuss how you can help clients with their liquidity needs. The purpose of these calls are to highlight key resources available to all of you through your partnership with RBC. These podcasts are for professional use only, and not intended for end investor use. RBC Correspondent & Advisor Services...