John Gill and Bryan Horner, who managed $975 million at Truist Investment Services in Virginia Beach, Virginia, have moved to the employee unit of Raymond James.
Truist was formerly known as BB&T Scott & Stringfellow.
Gill has 34 years of experience, according to his BrokerCheck report, and joined Scott & Stringfellow in 1989. Horner has 10 years of experience and joined BBT in 2014.
The two are joining Raymond James with their two-person staff. The team operates as Gill & Horner Wealth Management Group.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
The regulator is scrutinizing how some firms oversee concentrated positions in complex "worst-of" notes – and wants answers.
Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
