Jessica Mathews is an associate editor for Financial Planning. Follow her on Twitter at @jessicakmathews.
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Jason Kirkland, a former Baird employee, has sued the firm for allegedly withholding his compensation.
December 28 -
The regulator says it will keep an eye on issues like cybersecurity and cryptocurrencies.
December 21 -
The firm has recruited 22% more advisors in 2018 than the year-ago period.
December 20 -
The program could connect 4.9 million brokerage accounts to firms selected for the advisor network.
December 20 -
Advisors from across 79 branches were involved in selling offerings to family members and other brokers, including stock in Facebook, General Motors, LinkedIn and Twitter.
December 20 -
These tools could save months of time — are they worth the investment?
December 19 -
The regulator laid out detailed guidelines for how planners should be communicating with clients electronically.
December 18 -
Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.
December 14 -
The firm has been looking to its wirehouse competitors for new hires throughout the year.
December 13 -
Seniors should not only have a financial plan in place, but activities to keep them preoccupied.
December 13 -
There has been a robust increase in employers' registration since the program started last year, data shows.
December 12 -
The move is intended to improve CRM integration and search optimization.
December 12 -
The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.
December 12 -
After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.
December 11 -
Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.
December 11 -
Advisors are craving mobile solutions, and vendors are looking to satisfy.
December 6 -
The deal could grow Baird’s headcount by about 44%.
November 27 -
The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.
November 26 -
The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.
November 26 -
There’s now a way to measure whether these products do what they promise.
November 19




















