Four advisers who collectively managed $580 million at Truist bank branches in Virginia have joined D.A. Davidson.
Matt Krycinski and Holly Tuck, who are based in Bedford, managed $400 million at Truist, the successor to BB&T and SunTrust banks.
Sandy Von Thelen and Brad Armstrong, who managed $180 million at Truist, join the Montana-based firm in Charlottesville.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
