A team of five advisers who managed more than $1 billion at Truist joined the Richmond, Virginia, office of RBC Wealth Management.
The Miller-Bowles-Horn Group includes advisers Martin J. Miller, Bowlman “Tripp” Bowles III, Matthew C. Horn, Alex F. Maffett and Stephen M. Tucci. Tucci will work from RBC’s office in Sarasota, Florida.
Miller has 23 years of experience, according to his BrokerCheck report, and had been affiliated with Truist and BB&T, a predecessor to Truist, since 2013. Bowles has 27 years of experience and had been affiliated with Truist and BB&T since 2013. Horn has 22 years of experience and was affiliated with Truist and BBT since 2013. Maffett started his career at BB&T in 2014, and Tucci has 14 years of experience and joined BB&T in 2018.
Also making the move are associates John Hamilton, Jessica W. Holmes and Matthew L. Allen.
The financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains