Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
According to Baird, Robert Sargent is joining the firm's Fairfax office after leaving Edelman Financial Engines, where he managed about $245 million in client assets.
Synapse Financial's collapse has caused a ripple effect within the fintech industry, due to the roughly 20 banks and 100 fintechs with which it had partnerships.