Andrew Welsch

The wirehouse has experienced rapid growth in advisor productivity, executives say.

Evan Guido is looking to partner more closely with CPAs.

It’s another high-profile addition for the firm led by ex-Morgan Stanley executive Greg Fleming.

Jason Chandler will oversee the firm’s roughly 6,900 advisors.

It’s easy to identify, but hard to accomplish.

Demand for advice is exceeding capacity as about 150,000 prospective clients have reached out to the firm this year alone, Ric Edelman says.

The regional firm launched its seventh new office this year.

The firm is changing course in response to a shifting regulatory landscape and advisor feedback.

Acquisitions in wealth management have proven tricky in recent years.

The deal could grow Baird’s headcount by about 44%.

The brokerage’s fintech investments are intended to produce greater efficiency, attract new assets and bolster the bottom line, executives say.

The latest recruiting sweep included eight advisors in five states.

The firm alleges the advisors violated a non-solicitation contract, which they have denied doing.

The broker is the fifth advisor this month to part ways with Raymond James.

Brokerage firms have been filing more lawsuits against former employees over alleged violations of non-solicitation agreements.

The broker is part of a wave of new hires at the regional brokerage firm.

The regional BD continues to benefit from the ongoing stream departing the wirehouse.

Know a great young advisor? Now’s your chance to nominate them for the annual On Wall Street rankings.

It’s the second big loss for Credit Suisse, which is fending off dozens of claims from former brokers claiming their compensation was withheld.

To sway a federal judge, both sides have tried to bolster their arguments by pointing to Facebook, joint production agreements, news articles and more.