Displaying 43 results
Baird adds $610 million by recruiting teams from Wells Fargo, Morgan Stanley
Addition of three veteran advisers brings Baird's 2018 recruiting count to 40.
Stifel CEO Kruszewski named chairman of American Securities Association
American Securities Association will represent sector before Congress, regulators
Wells Fargo broker managing $150 million moves to Baird
Harry Buchanan Smith and team joins firm in Charlotte, N.C.
Baird acquires $2 billion M. Griffith Investment Services
12-advisor hybrid is based in New Hartford, N.Y.
Wells Fargo loses two teams managing $780 million to Baird
Veteran broker teams join the firm in Ann Arbor, Mich.
John Taft joins Baird as vice chairman
Former CEO of RBC Wealth Management will focus on retail.
Final tax bill gives pain, relief to financial advisers
Legislation would eliminate itemized deduction for investment advice fees, give income tax breaks depending how a business is structured, and allow for continued stock-sale flexibility.
Senate tax bill changes for pass-throughs more generous than House version, experts say
Senate measure's handling of such small-business income is simpler and makes allowances for more service companies.
What advisers need to know about the differences in the Senate and House tax bills
Major variations include provisions on stock sale timing, pass-through policies and the alternative minimum tax.
Advisory firm owners unlikely to see windfall on tax returns from House bill
Proposed legislation is designed to give manufacturers the lower 25% tax rate, not professional service firms such as financial advisers, lawyers and accountants.
Morgan Stanley, Wells Fargo lose reps to Baird
Brokers in Chicago and Nashville collectively managed $325 million.
Raymond James adds Chicago advisers from Baird, JP Morgan
Reps collectively managed $423 million at their former firms.
Baird picks CAIS platform for hedge funds
Move will allow advisers to select single-manager hedge funds for the first time.
UBS veteran and $178 million team exit for Baird
Jeffrey Tolbert will manage firm's Oak Brook, Ill., office.
Financial advisers welcome demise of investment tax to fund health care law
As Republicans move to take the Affordable Care Act off the books, they don't intend to let taxes such as the investment-income levy survive.
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in
Unusual number of variables in the New Year.
New estate rule would affect tax strategies of ultra-wealthy
Treasury Department's proposed regulation aims to curb tax-planning approaches that lower the valuation of stakes in corporations or partnerships.
Edward Jones’ proprietary funds are outselling nearly all active managers
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Corporate tax reform would leave advisers, brokers behind
Despite Republican takeover of Senate, disparate goals of lawmakers may make progress hard to come by.
Baird snatches Wells Fargo adviser with $350M in AUM
Gary Foose Jr. will join the firm's Houston office.
