A three-adviser team managing $400 million at Truist Bank in Harrisonburg, Virginia, has joined Montana-based D.A. Davidson.
The advisers — Travis Marshall, Nichole Whatley and Jordan White — were joined in the move by the group’s two assistants.
Markets digest latest words on trade war, Fed chair’s position.
More advisors are using subscription models for financial planning services.
From Powell to China, president eases back rhetoric.
And profit guidance is set to weaken further in coming quarters.
Gold trades above $3,330 amid mixed tariff signals.
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.
