Philip M. Stathos, who managed $279 million as part of a team at Wells Fargo Financial Network in Portland, Maine, has joined the private wealth management business of Baird.
Stathos has 24 years of industry experience and spent 22 years with Wells Fargo, through its employee and independent channels, as well as at a predecessor firm.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
