Burkhart Wealth's Bryan Burkhart and his team are joining Raymond James's employee channel.
SBC Wealth Management is the latest in a series of deals completed by the New York City-based RIA.
The advisor teams were formerly with Morgan Stanley and JPMorgan.
Vanguard's Joe Davis sees AI as a productivity booster for advisors.
Taylor Thompson is a 22-year veteran
The acquisition expands Credent's presence in the Cincinnati and Columbus areas.
True North Financial is a six-person advisor team in Billings.
Taryn Moll and Peter Henziak in Irvine, Calif., have joined the firm's employee advisor channel.
Sheena Gray joins the group after spending the past 14 years at JPMorgan Chase.
The financial industry is still partly wary of AI technologies, according to recent research.
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