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Daily volume jumped 22% to 20 million contracts in 2018.
December 31 -
Shannel Clubb is a principal in the Technology and Management Consulting practice at
RSM US LLP , the nation's leading provider of audit, tax and consulting services focused on the middle market. She is based in the firm’s Chicago office and can be reached atShannel.Clubb@rsmus.com .December 31 -
Jason Kirkland, a former Baird employee, has sued the firm for allegedly withholding his compensation.
December 28 -
There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security, instead of claiming benefits at 65 when Medicare kicks in.
December 28 -
Dan Mica is principal at the DMA Group and former CEO of the Credit Union National Association
December 28 -
The regional brokerage isn’t slowing down its recruiting efforts.
December 28 -
The cost of Wells Fargo's scandals continues to rise as regulators from all 50 states forced the institution to pay hundreds of millions in penalties for the creation of fake accounts, improper enrollment in life insurance, force-placed auto insurance policies and other activities.
December 28 -
The clients say their advisor improperly invested their funds in a Miami Beach nightclub that failed.
December 28 -
A months-long court fight ended when a judge granted the wirehouse’s request to restrict the advisors’ ability to contact clients.
December 28 -
Helping clients understand casualty loss rules following an unexpected tragedy.
December 28
Baird Private Wealth Management











