Baird

The advisors join the regional BD’s offices in Chicago and Nashville, Tennessee.

Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.

They play a critical role in recruiting and supporting advisers. See who made the cut for this year's honoree list.

Though the wirehouse notched impressive wins, Merrill wasn't the only firm to land elite recruits recently.

The firm's newest broker generated $1 million in annual revenue while at Baird, an RBC spokeswoman said.

Led by a 33-year industry veteran, the group joins the regional firm from UBS.

One planner says there's no reasonable basis for a delay, while another says he can't afford all the compliance costs.

The new hires join the regional BD from Baird.

The firm is one of the first to issue a formal comment letter on the Department of Labor's proposal to put off the regulation's implementation date.

The annual ranking of successful young planners.

One suggestion planners say they are offering bullish clients: Don't be extreme.

The spat between the firms started when the regional BD recruited a group of advisers who collectively oversaw about $1.1 billion in client assets.

The new hires opened two offices for the regional BD.

The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.

One recruit started in the industry more than two decades ago.

The regional brokerage is the latest to incur a penalty for failing to waive fees on Class A shares sold to eligible institutional clients.

The number of Americans 65 and older is expected to nearly double over the next decades, which may be a boon for retirement planning.

Wealth management leaders are weathering current markets while aiming to jumpstart AUM growth with expanded client services and new tech tools.