Ex-Baird Managers’ RIA Recruits $1.4B Team From Former Firm
A team led by a father-and-son duo overseeing $1.4 billion at Baird Wealth Management has departed the regional…
Wealth Enhancement to Buy $760M New York City Practice
Minneapolis-based Wealth Enhancement, which oversees more than $156 billion in client assets, has agreed to buy a practice…
Slow advisor transitions are costing RIA firms money and talent, and the industry is starting to act
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth…
Mercer Advisors expands Los Angeles footprint with acquisition of women-led firm
Martine Lellis tells InvestmentNews that the deal reflects the competitive deal market and the $98B RIA’s advisor continuity…