Osaic Turns A 40-Year Relationship Into A W-2 Succession Play
Osaic moved longtime partner Bard Financial into its W-2 channel, showing how succession and support are reshaping advisor affiliation.
Baird’s $1B Goelzer Team Win Puts Indianapolis Recruiting In Focus
Baird added HWB Partners from Goelzer in Indianapolis, adding a $1B team with wealth, institutional and sports advisory experience.