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By Janet Levaux, AdvisorOne |
March 9, 2012
The former Morgan Stanley branch manager oversaw 50 reps and $4 billion in assets.
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By Janet Levaux, AdvisorOne |
March 2, 2012
Milwaukee-based Baird now includes about 700 financial advisors, says Matthew Curley, national sales director and COO of Baird’s private-wealth management operations.
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By Gil Weinreich, AdvisorOne |
January 18, 2012
Wirehouses are continuing to lose ground in asset management market share, but do they even care? A new report from financial services industry research firm Cerulli projects that the four biggest brokerage firms will remain the largest distribution channel by a factor of nearly two.
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By Janet Levaux, AdvisorOne |
November 10, 2011
The industry group shares awards with Baird, BNP Paribas, Goldman Sachs, BofA, Citi, Deutsche Bank and Credit Suisse for diversity programs.
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By Janet Levaux, AdvisorOne |
September 1, 2011
Baird has hired six financial advisors and a nonproducing branch manager, the employee-owned firm said late Tuesday. The new hires include the Capuano Butler Group of Denver, which manages some $600 million in assets and was previously affiliated with Charles Schwab.
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By Janet Levaux, AdvisorOne |
June 28, 2011
The financial advisors join Baird in the Midwest with about $420 million in assets and $2.8 million in yearly fees and commissions
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By Janet Levaux, AdvisorOne |
May 12, 2011
Michael J. Schroeder, president of Baird’s private-wealth group, also announced several changes to its management team.
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By Janet Levaux, AdvisorOne |
February 23, 2011
Three FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
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By Janet Levaux, AdvisorOne |
February 23, 2011
Three FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.
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By Janet Levaux, AdvisorOne |
February 23, 2011
Three FAs join Baird from Morgan Stanley Smith Barney in Sioux City, Iowa, while three others come on board in Charleston, S.C. and one more in Charlotte, N.C.