A three-person team managing $275 million at Wells Fargo Advisors in Denver has joined Baird.
The team, which operates as the Arnold & Tai Group, includes advisers John Arnold and Jessica Tai and client specialist Lisa Peterson.
Arnold has 39 years of experience, according to his BrokerCheck report, and had been affiliated with Wells Fargo since 2000. Tai has eight years of experience and joined Wells Fargo in 2017.
Elsewhere, a Commonwealth team in Massachusetts converts to Cetera, while Janney draws four former Wells Fargo advisors to its Radnor, Pennsylvania office.
Clients say he copied the boss on his emails - and now they can't touch their cash.
He wired millions to his own accounts and told investors the fund was winning.
The partnership arrives as most small business owners near retirement age still don't have a formal succession plan in place.
A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
