A three-person team managing $225 million in assets at Wells Fargo Advisors in Scottsdale, Arizona, has joined Baird.
The team, operating as the Doche Financial Consulting Group, is headed by Lisa Ladds Doche and includes financial planner Ron Demers and associate Maggie Loe.
Doche started at Dean Witter Reynolds in 1984, according to her BrokerCheck report. In 1990, she joined Wachovia Securities, which was acquired by Wells Fargo in 2008.
“Unless he has to leave for fraud”.
Hardliners give way to pressure to approve consideration of bills.
Financial resilience is at risk as cost of living strains budgets.
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
