A three-person team managing $275 million at Wells Fargo Advisors in Denver has joined Baird.
The team, which operates as the Arnold & Tai Group, includes advisers John Arnold and Jessica Tai and client specialist Lisa Peterson.
Arnold has 39 years of experience, according to his BrokerCheck report, and had been affiliated with Wells Fargo since 2000. Tai has eight years of experience and joined Wells Fargo in 2017.
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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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