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LPL, Baird complete major recruiting and M&A deals

A major recruiting move and a large acquisition reflect a marketplace that experts say hasn’t been negatively affected by volatility, inflation or rising interest rates.

United statesCraig tillotsonKim tillotson flemingBrent brodeskiSteven levittKurt macalpineTillotson flemingBrokerage servicesFinancial institution servicesMutual groupInstitution servicesPark suttonNew york basedWaller helms advisorsDon beltPresident rob comfort

Baird and Hefren-Tillotson deal to further reduce brokerage ranks

The roughly 90 advisors expected to move from Hefren-Tillotson upon close of the deal will change their custodian and RIA as well.

Kim tillotson flemingHilliard lyonsWaddell reedJohn eubanksMark elzweigMellon pershingInvestment adviser associationNational regulatory servicesCharles schwabPittsburgh based hefren tillotsonMilwaukee based bairdNational regulatoryPark sutton advisorsTillotson flemingIndustry newsM amp a

Baird to buy Hefren-Tillotson | Financial Planning

The wealth manager has primarily expanded through recruiting and M&A since its last major deal to acquire Hilliard Lyons.

Craig tillotsonKim tillotson flemingHilliard lyonsSteve boothTillotson flemingMcadams wright ragenNorthwestern mutualGreater pittsburghDon beltPrivate wealth managementAdams wright ragenIndustry newsM amp a

Baird to acquire Pittsburgh wealth management firm

Baird plans to acquire Hefren-Tillotson, a Pittsburgh-based wealth management firm with more than $18 billion in client assets.

Craig tillotsonKim tillotson flemingSteve boothTillotson flemingMilwaukee based baird

Pittsburgh-based Hefren-Tillotson Inc joining Baird, Milwaukee-based international financial services firm

Pittsburgh-based Hefren-Tillotson Inc joining Baird, Milwaukee-based international financial services firm
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United statesCraig tillotsonKim tillotson flemingSteve boothPatty tascarellaHefren tillotson incSenior reporterPittsburgh business timesTillotson incTillotson flemingBaird capitalDon belt

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