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.
Matt Gellene shares the bank’s latest research on how young adults are managing their finances.
Survey data reveal a widening divide between early AI adopters and those still on the sidelines – with career stage and AUM emerging as key fault lines.
Sitting between equity and insurance-like solutions, defined-outcome ETF strategies have matured as an alternative to staying in cash during choppy markets.
Orion CEO Natalie Wolfsen says artificial intelligence could double the number of Americans receiving financial advice as RIAs deploy AI to boost advisor productivity
Meanwhile, Raymond James snags Edward Jones advisor in Arizona.
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