Chip Walker, formerly managing director of field strategy and communication at Wells Fargo, has joined Baird’s private wealth management business to oversee expansion in the St. Louis region.
Walker, who started his career in 1992 as a financial adviser at Wheat First Butcher Singer in Virginia, comes to Baird with nearly 30 years of experience at Wells Fargo and its predecessor firms.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
