Hilary Kosloske and Rich Class, who collectively managed $456 million at Truist, have joined D.A. Davidson and will open offices for the firm in Winston-Salem and Greensboro, North Carolina.
The High Meadows Wealth Management group, as it will be known, is led by Kosloske, who will be based in Winston-Salem, and Class, who will work in Greensboro, and who partnered with Kosloske in making the move.
With meaningful scale and growing client needs, the multibillion-dollar RIA's leader says the "time is right" to come into its own an independent private investment business.
Despite technology adding capacity, an advisor shortage is predicted.
And there's a large gap between the fears they have and the action they take.
Cautious investors are also awaiting US inflation stats.
Threat of tariffs may leave some countries with no choice.
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