The WillowPointe Group, a two-adviser, five-person team that managed $270 million at UBS, has joined Baird and opened a branch for the firm in Cookeville, Tennessee.
The team consists of advisers Lawrence Taylor, who has been in the business almost four decades, and Steve Boots, a 23-year veteran.
They are supported by Rachel Dalton, Amy Ray and Amber Underwood Taylor.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
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.
