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.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
