The WillowPointe Group, a two-adviser, five-person team that managed $270 million at UBS, has joined Baird and opened a branch for the firm in Cookeville, Tennessee.
The team consists of advisers Lawrence Taylor, who has been in the business almost four decades, and Steve Boots, a 23-year veteran.
They are supported by Rachel Dalton, Amy Ray and Amber Underwood Taylor.
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.
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