Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.
Addition of three veteran advisers brings Baird's 2018 recruiting count to 40.
No replacement has yet been named for the 32-year Fidelity veteran.
Annual meeting includes new harassment policy aimed at avoiding uncomfortable situations.
'Behavioralists' outpace their colleagues in such areas as net client growth rates and referrals.
Five deals in five months lift the fledgling hybrid RIA to $5.5 billion.
Gaining a nonprofit client can be a 'slow burn,' especially if it's an all-volunteer organization.
Membership is growing by leaps and bounds.
Key points include balancing the family's needs with those of the disabled person, planning for two generations and maximizing government benefits
Combined financial planning operation gives the firm an expanded footprint in the San Francisco area.
