Andrew Welsch is a former managing editor of Financial Planning.
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The wirehouse has experienced rapid growth in advisor productivity, executives say.
December 13 -
Evan Guido is looking to partner more closely with CPAs.
December 13 -
It’s another high-profile addition for the firm led by ex-Morgan Stanley executive Greg Fleming.
December 11 -
Jason Chandler will oversee the firm’s roughly 6,900 advisors.
December 10 -
It’s easy to identify, but hard to accomplish.
December 7 -
Demand for advice is exceeding capacity as about 150,000 prospective clients have reached out to the firm this year alone, Ric Edelman says.
December 6 -
The regional firm launched its seventh new office this year.
December 4 -
The firm is changing course in response to a shifting regulatory landscape and advisor feedback.
December 3 -
Acquisitions in wealth management have proven tricky in recent years.
November 29 -
The deal could grow Baird’s headcount by about 44%.
November 27
