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Baird
Voices
Why the SEC proposal is a victory for clients
John Taft
Vice Chairman
Baird
New rules recognize the fact that commission-based transaction services can be the most cost effective way for Main Street investors to receive financial advice.
Advisors on the Move: 30 career moves, $5.2B AUM
One of the biggest notable losses came from Merrill Lynch, which lost a team managing $1 billion to the independent space.
Ex-Baird exec joins indie firm U.S. Capital Advisors
Jarrett Kovics will help the firm with recruiting and advisor development.
Baird recruits $168M Edward Jones veteran
Baird looks to expand its presence in the Greater Chicago area with latest hire.
Baird names longtime RBC executive as vice chairman
John Taft comes to the firm after a long career in wealth management. He will focus on developing advisor services and recruiting new teams.
Top 25 regional advisors under 40
On Wall Street honors elite young producers at the regional BDs.
Sponsored by Investments and Wealth Institute
Top 40 advisors under 40 countdown: #31-40
In On Wall Street's annual ranking of successful young planners, who made the cut?
Sponsored by Investments and Wealth Institute
How the new tax overhaul will impact 5 types of clients
Geography, occupation and family size will determine whether the bill helps or hurts.
Wells Fargo keeps losing them — $1B team joins Baird
The wirehouse's advisor headcount, at 14,564 at the end of the third quarter, was down 3% year-over-year.
Voices
9 instant takeaways from the GOP tax proposal
Tim Steffen
Director of Advanced Planning
Baird Private Wealth Management
Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.
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