Wells Fargo Advisors Wins $23M in Baird Raiding Case
"Raiding is brought up when firms feel they are being specifically targeted by competitors," recruiter Jon Henschen says.
Wirehouses Reps Move to Baird, RBC: Recruiting Roundup
Meanwhile, two LPL-affiliated wealth firms with $2 billion in combined assets plan to merge.
Baird, RBC Wealth Add Advisors From Wells Fargo: Recruiting Roundup
Meanwhile, Raymond James picks up a $1.5 million team from UBS in St. Louis.
Baird's Mike Schroeder: Partnership Has Its Benefits
The president of Baird Private Wealth Management says the firm's employee ownership has opened a world of advantages.
Recruiting Roundup: Raymond James Adds Merrill, Stifel Teams
The IBD picks up groups across the U.S. with more than $2.3 billion in total client assets.
14 Midmarket BDs Form New Lobbying Group
Raymond James, Baird, Stifel and other members want to promote middle-market, regional firms through the American Securities Association.
Booth Takes Reins at Baird
The employee-owned firm has some 850 advisors with $107 billion in client assets.
Recruiting Roundup: Where Are the Credit Suisse Reps Going?
Many of these advisors decline to hook up with Wells Fargo and opt instead to join rival wirehouses.
Baird Nabs $1B Ex-Wells Fargo Group
Six advisors come on board in Wichita, Kansas, with nearly $5.5 million in yearly fees and commissions.
Baird Adds Branch Manager From UBS, Advisor From Morgan Stanley
The employee-owned wealth firm added advisors in Maine and Ohio.