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The regional broker-dealer is gearing up for another big recruiting year in 2018.
March 6
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Chris Randazzo rejoins the firm’s former president, Gregory Fleming, at Rockefeller Capital.
March 5
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Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.
March 5
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The firm poached two advisors from its rivals as it expands its talent pool.
March 5
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Planners looking for fewer restrictions and regulation are steadily leaving wirehouses.
March 1
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CEO Bob Oros says the firm is focusing on recruiting more experienced advisors, among other changes at the No. 19 IBD.
March 1
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The No. 13 IBD’s hybrid RIA subsidiary also unveiled the results of its record recruiting push.
March 1
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Baird looks to expand its presence in the Greater Chicago area with latest hire.
February 28
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Donald Heberle will leave his post at the end of March, a decision mutually agreed on by both Heberle and bank management.
February 28
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‘The firm gives advisors the ability to choose who they do business with and doesn’t put limitations on minimum account size,’ one advisor says.
February 28
