Baird announced that a team of three advisors has joined the firm from Zions Wealth Advisors, where they oversaw more than $500 million in assets under management. Greg Aiken, Ben Blake and Jonathon Bult have joined Baird’s wealth management office in Salt Lake City.
Aiken and Blake both will serve as a director and financial advisor, and Bult will serve as a vice president and financial advisor.
Aiken has 24 years of industry experience. He began at Zions in 2011, working as an investment adviser for five years before becoming a broker.
Blake has 15 years of experience. He started working at Zions in 2007 as an investment adviser and took on the role of broker as well in 2008.
Bult comes to Baird with 8 years of experience and had worked at Zions since 2016.
Baird’s Private Wealth Management includes more than 1,300 financial advisors serving clients from over 160 locations in 33 states and manages client assets of more than $255 billion.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Sham agreements allegedly padded revenue by 345%.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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