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.
Four of the Magnificent Seven will report this week.
Easing anxiety has seen the haven asset slide from record high.
Uncertainty remains challenging for Treasuries traders.
Move will raise concerns of inflationary impact of tariffs.
President says tariffs could see income tax ‘completely eliminated’ for some
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
