Industry

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

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

The board is calling for public comment on a variety of changes and released FAQs for planners about new standards of conduct taking effect next year.

To prepare for questions — and their own filings — planners should note these tips.

Be careful when giving gifts over $100 in value.

The firm’s efforts mirror those at other firms and associations that are trying to improve the profession’s diversity.

The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.