The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.

Did you know a large portion of U.S. investment opportunities are in private markets, a key segment of alternative investments? Alts have moved into the spotlight for investors and offer unique investment opportunities which may complement your portfolio. Connect to talk more.

The future of financial advisor growth isn’t about disruption, it’s about evolution. Read more from Fred Rose, RBC Wealth Management’s Head of Banking and Lending, and learn why it’s important to integrate banking and lending capabilities, sophisticated services, and technology paired with human advice.