Bringing you live news and features since 2006 

Sapient Private Wealth Management adds former RBC financial advisor


Sapient Private Wealth Management has added former RBC financial advisor Ross Anderle, who previously managed nearly USD100m in client assets, to its team.

Sapient’s total client assets are now approximately USD700m.
With Anderle (pictured), Sapient will now expand its financial planning and wealth management services.
Sapient is a partner firm at Focus Financial Partners, the largest partnership of independent wealth management firms in the US.
“I am very excited to be transitioning to the independent space and joining a first-rate team of financial professionals,” says Anderle. “As a member of the Sapient team, I now have greater access to resources and the flexibility to provide a broader range of solutions to our growing client base and deliver the best possible results.”
The Sapient team left Morgan Stanley in 2010 after more than three decades of service, and launched their own independent wealth management firm with the help of Focus Connections, a programme that helps wirehouse teams transition their business. 

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by