Baird seems to be moving up more frequently than ever these days. It is targeting more and more markets and taking financial advisors from Merrill Lynch, Morgan Stanley and other firms it can find high producing advisors. Baird is more aggressive than ever. This privately held company is so alluring to so many advisors.
Big Firms Creating Independent Channels
August 11, 2010 By Leave a Comment
Broker Dealer firms are realizing that financial advisors want more independence, but still the comforts of having the best technology and benefits of a brand name. Firms like Wells Fargo and RBC Wealth Management have increased their independent channels recently and brokers are following. The number of brokers moving to this independent channel is rapidly increasing too.