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.
Use of the technology is growing and asset managers see transformative benefits.
Research reveals expectation could be replaced by disappointment.
"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Taking a systematic approach to three key practice areas can help advisors gain confidence, get back time, and increase their opportunities.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
