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.
Oregon-based Eagle Wealth Management and Idaho-based West Oak Capital give Mercer 11 acquisitions in 2025, matching last year's total. “We think there's a great opportunity in the Pacific Northwest,” Mercer's Martine Lellis told InvestmentNews.
Osaic has now paid $17.2 million to settle claims involving former clients of Jim Walesa.
Osaic-owned CW Advisors has added more than $500 million to reach $14.5 billion in AUM, while Apella's latest deal brings more than $1 billion in new client assets.
The up-and-coming Los Angeles-based RIA is looking to tap Merchant's resources to strengthen its alts distribution, advisor recruitment, and family office services.
US wealth advisory business will get international footprint boost with new tie-ups.
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.
