Displaying 11 results
Baird simplifies alts platform with new CAIS partnership
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
Baird bolsters Wisconsin presence with team from UBS
The latest team to join the broker-dealer managed $680 million in client assets at their former firm.
Baird adds $160M team to its Dallas wealth management office
Team of three join the firm’s network of more than 1,300 advisors.
Baird adds trio who managed $500M at Zions
The three advisors have joined Baird’s office in Salt Lake City.
How to keep junior advisors from washing out before they get started
Wealth management firm explains how it bucked the trend with a 90% retention rate.
Baird team managing $2.9 billion jumps to Raymond James
The eight-adviser group, which operates as The Wise Investor Group of Raymond James in Reston, Virginia, joins the firm's employee channel.
Wells Fargo team managing $275 million moves to Baird
The three-person Arnold & Tai Group is joining the firm in Denver.
Baird adds $18 billion with acquisition of Hefren-Tillotson
Hefren-Tillotson will add 90 financial advisers working out of six Pittsburgh-area offices to the more than 1,300 advisers in Baird's private wealth management business.
Team managing $1.2 billion at BofA joins Baird
The four-adviser HBGW Group is moving to Baird’s office in Greenville, South Carolina.
Wells Fargo adviser managing $190 million joins Baird
Margaret Wilkin is joining a Baird office in Roseville, California.
$220 million Baird team moves to Raymond James
A father-and-son duo in Sarasota, Florida joins the firm’s employee channel.
