Margaret Wilkin, who managed $190 million at Wells Fargo Advisors in Eldorado Hills, California, has joined Baird in Roseville, California. Both communities are suburbs of Sacramento.
Rebecca Talley, a client specialist, joined Wilkin in the move.
Wilkin had been with Wells Fargo and a predecessor since 2006. She began her career in 2004.
Eric J. Stone was fired by Fidelity in 2021 after facing claims he took loans from clients.
Chicago-based Curi Capital gets new majority owner as $14 billion RIA eyes acquisitions and expanded family office services
Partnership pairs organic lead detection with paid ad targeting to help end "spray-and-pray" marketing for growth-seeking advisory firms.
Jonathan Lewis joins the wealth management giant as it proceeds with a $2 billion AI and technology push for advisors.
Once focused on retirees, pre-retirees and risk-conscious investors, the category has widened into a wider toolkit to help reassure clients in choppy markets.
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
