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By Janet Levaux, AdvisorOne |
May 22, 2013
The employee-owned, Milwaukee-based firm tops $100 billion in client assets as it aims for $1 billion in revenue.
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By Janet Levaux, AdvisorOne |
January 30, 2013
Peter Miller will lead the employee-owned group's efforts to add financial advisors in the Northeast.
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By Janet Levaux, AdvisorOne |
October 26, 2012
The branch manager, Karen Heintz, oversaw 24 advisors with $3.1 billion in assets.
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By Janet Levaux, AdvisorOne |
September 20, 2012
The Morgan Stanley advisor joining Baird oversees $120 million in assets.
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By Janet Levaux, AdvisorOne |
July 2, 2012
The former UBS team should go independent with about $330 million in assets, while the advisors joining Baird could bring about $460 million in AUM and $3.2 million in yearly fees and commissions.
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By Janet Levaux, AdvisorOne |
June 29, 2012
Raymond James plans a large community-focused effort for August.
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By Marlene Y. Satter, AdvisorOne |
May 14, 2012
The Hartford announces new managers, funds, as Neuberger Berman and Market Vectors roll out new products.
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By Marlene Y. Satter, AdvisorOne |
May 14, 2012
New products introduced over the last week include a new small-cap value fund from Baird; two new funds from Fidelity; and three new investment managers and sixteen new funds for The Hartford’s defined contribution retirement program offerings.
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By Janet Levaux, AdvisorOne |
March 26, 2012
Milwaukee-based Baird says it has recruited close to 250 advisors over the past two years or so, and its veteran reps have been boosting average fees and commissions by about 12.5% in 2010 and 2011, putting its year-over-year performance ahead of some larger rivals.
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By Janet Levaux, AdvisorOne |
March 20, 2012
Baird on Tuesday announced the hiring of 12 advisors from Morgan Stanley, Wells Fargo and Schwab with about $1.8 billion in combined AUM and about $10.4 million in yearly fees and commissions.