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.
Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.
Gen X, millennials and Gen Z are set to inherit $84 trillion in assets—they have different priorities that aren’t reflected in wealth management brands today .
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