Five advisers who collectively manage more than $1 billion have joined Janney Montgomery Scott from Truist, which was formerly known as BB&T Scott & Stringfellow.
Jim Kraft and Lupton Haigler jointly managed $330 million at Truist in Morehead City, North Carolina.
Christopher Walters managed $172 million in assets in Roanoke, Virginia.
Andrew Ciappa and Richard Link, based in Mt. Pleasant, South Carolina, managed $226 million and $297 million, respectively, at Truist.
In addition, Alexander F. Giles III joined Janney in Columbia, South Carolina. He managed $121 million at Wells Fargo.
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.
The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.
The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.
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.
