The WillowPointe Group, a two-adviser, five-person team that managed $270 million at UBS, has joined Baird and opened a branch for the firm in Cookeville, Tennessee.
The team consists of advisers Lawrence Taylor, who has been in the business almost four decades, and Steve Boots, a 23-year veteran.
They are supported by Rachel Dalton, Amy Ray and Amber Underwood Taylor.
Toronto-based Bank of Montreal has hired a three-decade veteran from Bank of America to lead its newly combined US operation as one of its top leaders plans to step down.
LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff Schmitt.
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
Unequal life expectancy, emotional decision-making, and market swings are rewriting the rules, forcing a rethink on everything from default plans to annuities.
Meanwhile, Wells Fargo reels in a veteran from JPMorgan in Las Vegas, Nevada.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
