www.advisorhub.com Open in urlscan Pro
104.26.7.137  Public Scan

Form analysis
2 forms found in the DOM

GET https://www.advisorhub.com/

<form role="search" method="get" class="searchform form-inline" action="https://www.advisorhub.com/">
  <div class="form-group">
    <label class="sr-only screen-reader-text" for="s">Search for:</label>
    <i class="fa fa-search search-icon" aria-hidden="true"></i>
    <input class="form-control default" type="text" name="s" id="s" value="Search Keywords" onclick="if(this.value == 'Search Keywords'){this.value=''}" onblur="if(this.value == ''){this.value='Search Keywords'}">
    <span class="input-group-btn">
      <button class="btn searchGo" type="submit">
        <i class="fa  fa-arrow-right" aria-hidden="true"></i>
        <span class="sr-only"> Search </span>
      </button>
    </span>
  </div>
</form>

<form id="commentform" class="comment-form">
  <iframe title="Comment Form"
    src="https://jetpack.wordpress.com/jetpack-comment/?blogid=165023220&amp;postid=145741&amp;comment_registration=0&amp;require_name_email=1&amp;stc_enabled=1&amp;stb_enabled=1&amp;show_avatars=0&amp;avatar_default=mystery&amp;greeting=Leave+a+Reply&amp;greeting_reply=Leave+a+Reply+to+%25s&amp;color_scheme=light&amp;lang=en_US&amp;jetpack_version=10.7&amp;show_cookie_consent=10&amp;has_cookie_consent=0&amp;token_key=%3Bnormal%3B&amp;sig=5e1643152cfbe3039bf37fd44f1f7c94290997d4#parent=https%3A%2F%2Fwww.advisorhub.com%2Fresources%2Fwall-street-meets-main-street-how-rbc-wealth-management-combines-a-global-approach-with-a-regional-feel%2F%3Futm_source%3DPANTHEON_STRIPPED%26utm_medium%3DPANTHEON_STRIPPED%26utm_campaign%3DPANTHEON_STRIPPED"
    name="jetpack_remote_comment" style="width: 100%; height: 60px; border: 0px;" class="jetpack_remote_comment" id="jetpack_remote_comment" sandbox="allow-same-origin allow-top-navigation allow-scripts allow-forms allow-popups" scrolling="no">
  </iframe>
  <!--[if !IE]><!-->
  <script>
    document.addEventListener('DOMContentLoaded', function() {
      var commentForms = document.getElementsByClassName('jetpack_remote_comment');
      for (var i = 0; i < commentForms.length; i++) {
        commentForms[i].allowTransparency = false;
        commentForms[i].scrolling = 'no';
      }
    });
  </script>
  <!--<![endif]-->
</form>

Text Content

Skip to Main Content
SUBMIT A TIP RECEIVE DAILY NEWS ACCOUNT
Menu
 * News
     
   * * Latest News
         
       * * First Republic to Pay $1.8M to Settle SEC Charges over Revenue
           Sharing Violations
       * * Rockefeller Opens Seattle Office with $5.2-Mln Morgan Stanley Team
       * * Wells Fargo Advisors to Pay $7 Million Over Anti-Money Laundering
           Lapses: SEC
       * * Penny Stock Surges After Fidelity Legend Lynch Reveals Stake
         
       * Close
     * Advisor Moves
         
       * * Rockefeller Opens Seattle Office with $5.2-Mln Morgan Stanley Team
       * * First Republic and UBS Pluck Managers from J.P. Morgan Advisors on
           Both Coasts
       * * Rockefeller Swipes $17-Mln Morgan Stanley Broker Out from Under First
           Republic
       * * Two UBS Teams with $16.5 Million in Combined Revenue Break Away in
           NYC
         
       * Close
     * Enforcement
         
       * * First Republic to Pay $1.8M to Settle SEC Charges over Revenue
           Sharing Violations
       * * Wells Fargo Advisors to Pay $7 Million Over Anti-Money Laundering
           Lapses: SEC
       * * Firms Fire High Risk Brokers as Finra Takes Aim at Rogue Actors
       * * Finra Suspends Ex-Morgan Stanley Broker Who Hyped ‘Exclusive’ Venture
           Capital Investment
         
       * Close
     * Markets
         
       * `Nothing Safer Than Cash’: Tech Rout Puts Silicon Valley on Edge
       * ‘Any News Is Bad News’ as Earnings Fail to Save Equity Bulls
       * ‘50 Cent’ Profited From Volatility Jump, Wells Fargo Says
       * ‘Beaten Down’ ETF Is a Way to Play Inverted Curve, BofA Says
         
       * Close
     * Opinion
         
       * * SIRIANNI: Morgan Stanley’s Moment
       * * Sirianni’s 2022 Predictions: The Year of The Great Entrepreneur
           Revival
       * * Why Only a Huge Shock Will Deter Risk-Taking Investors
       * * Sirianni: Toxic Culture
         
       * Close
     * Fintech News
         
       * * UBS “Committed” to Finishing Broker Workstation Revamp Despite
           Delays, CFO Says
       * * Wells Fargo Advisors Rolls Out eMoney Planning Tool for Brokers
       * * Fintech Firm Apex Clearing Agrees to Go Public Via SPAC
       * * Merrill Systems Hiccuped on Thursday as Stocks Slid
         
       * Close
     * From the Publisher
         
       * * SIRIANNI: Morgan Stanley’s Moment
         * Sirianni’s 2022 Predictions: The Year of The Great Entrepreneur
           Revival
       * * Tony Sirianni Interviews Ken Cella — Principal, Client Strategies
           Group at Edward Jones
         * Sirianni: Death of the Trainee
       * * Welcome to AdvisorHub RIA
         * From the Publisher: Sirianni’s Predictions for 2021
       * * Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO,
           Arete Wealth
         * Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO
           of Segall Bryant & Hamill
         
       * Close
     
   * Close
 * Deals & Comp
 * Recruiting Wire
 * Breakaway Center
 * Resources
   * * Resources Home
     * Boutique
   * * Fintech Product Directory
     * Fintech Resources
   * * Institute
     * Practice Management Resources
   * * Transition Resources
   * * Events
   * * Culture Survey
   * Close
 * AH TV
 * Podcasts
 * AH Magazine
 * RIA Center
 * Asset Manager Hub

close X
Search for: Search



WALL STREET MEETS MAIN STREET: HOW RBC WEALTH MANAGEMENT COMBINES A GLOBAL
APPROACH WITH A REGIONAL FEEL

by Mindy Diamond
|
Podcast
|
Mindy Diamond
|
No Comments
Share This





A CONVERSATION WITH TOM SAGISSOR, PRESIDENT, RBC WEALTH MANAGEMENT–U.S.

As regional firms keep knocking it out of the park in the race for top talent,
we continue our series highlighting the leaders who are at the helm, driving
incredible growth and interest amongst advisors.

In this episode, we explore regional firm RBC Wealth Management–U.S. with
President Tom Sagissor.

So how did a bank out of Canada rise to the ranks in the US wealth management
space?

It all started in 2001 when the Royal Bank of Canada acquired Dain Rauscher, a
US firm with a century-old history built through several acquisitions of
regional firms across the nation. In 2008, it was rebranded as RBC Wealth
Management with headquarters in Minneapolis.

For Tom, his journey with RBC came after a career as a pro hockey player,
joining the advisor training program at Dain Bosworth (one of Dain Rasucher’s
predecessor firms) in 1994. In the midst of RBC’s acquisition, Tom built a
strong advisory practice, winning the firm’s prestigious President’s Council
award several times. Then Tom rose up the ranks to assistant branch director in
Minneapolis and complex director for Milwaukee.

Yet it was in 2016 when Mike Armstrong joined as CEO of RBC Wealth Management
US, bringing with him experience from Jeffries and Morgan Stanley, that kicked
the firm into high gear—with Tom elevated to the position of President.

It’s a combination that’s been working for RBC, along with a culture that Tom
describes as “Wall Street meets Main Street”—derived from the “quilt” of
different firms that were acquired over the years, giving RBC a unique “regional
feel” that spreads across the country.

Today, RBC’s US wealth management business has surpassed $500B in assets with
200 offices across the country.

In this episode, Tom takes us through the growth and success the firm has
experienced, including:

 * The real value of culture—and why RBC’s is resonating so well with advisors
   leaving the wirehouses.
 * The firm’s unique infrastructure comprised of 3 key businesses—and how RBC
   Wealth Management–U.S., their capital markets business, and the Beverly Hills
   elite private bank City National each benefit advisors and their clients.
 * The advantage of greater freedom and flexibility—and how the firm compares to
   other regional and boutique firms, as well as the wirehouses and
   independence.

Ultimately, regional firms like RBC have recognized that advisors want to have
greater control over how they grow their businesses and serve their clients.
Listen in to learn how this mindset is fueling an evolution in the wealth
management industry—and driving growth outside of the wirehouse world.


LISTEN TO ADDITIONAL EPISODES IN THIS SERIES

 

Tom Sagissor
President
RBC Wealth Management – U.S.

As president of RBC Wealth Management-U.S., Tom Sagissor plays a critical role
in preserving the firm’s strong culture and accelerating its growth as a leading
provider of banking and wealth management services to entrepreneurs,
professionals and families throughout the United States. He leads the day-to-day
operations of the firm’s private client group, which is comprised of
approximately 1,800 advisors operating in 40 states.

Following a career in professional hockey, Tom was trained to become an FA for
RBC Wealth Management in 1994. As an advisor, he built a successful practice,
earning the firm’s prestigious President’s Council status multiple times. He has
also served as assistant branch director in Minneapolis and complex director for
Milwaukee. Tom was named Complex Director of the Year in 2006.

He serves on the board of directors for the Ronald McDonald House Charities of
the Twin Cities, The Herb Brooks Foundation and the Bob Suter Memorial Fund,
“It’s All About the Kids.”

Tom graduated with a Bachelor of Arts degree from the University of Wisconsin –
Madison and was a member of the 1990 national championship hockey team. He holds
the Accredited Investor Fiduciary (AIF) designation as well as the Series 7, 9,
10, 63 and 66 licenses from FINRA.

Tom resides in Stillwater, MN with his wife Tricia and their four boys. He is
very active in the Stillwater community and is a strong supporter and active
volunteer with the high school sports programs.




LIKE THIS ARTICLE? LET ADVISORHUB COME TO YOU!  SIGN UP


Share This



No Comments



LEAVE A REPLY CANCEL REPLY



 * About Us
 * Contact Us
 * Advertise
 * Events
 * Careers


 GET OUR NEWSLETTER

Industry focused content and breaking news.

SIGN UP


CONTACT US

EMAIL US
1707 Post Oak Blvd.
#484
Houston, TX 77056

© 2022 AdvisorHub
 * |Terms of Use
 * |Privacy Policy
 * |Advertise
 * |Careers

 * Facebook
 * Linkedin
 * Twitter

Back to top