A three-person team managing $225 million in assets at Wells Fargo Advisors in Scottsdale, Arizona, has joined Baird.
The team, operating as the Doche Financial Consulting Group, is headed by Lisa Ladds Doche and includes financial planner Ron Demers and associate Maggie Loe.
Doche started at Dean Witter Reynolds in 1984, according to her BrokerCheck report. In 1990, she joined Wachovia Securities, which was acquired by Wells Fargo in 2008.
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.
