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.
The financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
