The addition of The Parker Group, which joins Baird from Morgan Stanley, marks the 11th private wealth management office in the state for the wealth management firm.

We’re betting that the folks here will, in their own ways, have some outsize influence on the industry in the years ahead.

Should Joe Biden win the president election, Caroline Crenshaw will likely have an expanded opportunity to help guide the agency’s priorities.

The 34-year-old is an investment strategist at Adasina Social Capital, a new initiative from Robasciotti & Philipson that seeks to make its custom social justice index and other investment strategies more accessible to the general public. 

Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company.

Runik Mehrotra and Vise co-founder Samir Vasavada see huge potential in building better investment management technology for advisors.

George Nichols III, the first Black president and CEO of the American College of Financial Services, recently outlined an aggressive yet practical plan to put more Black Americans on a path to upward mobility and wealth creation, and set out a...

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