Live Breaking News & Updates on Recruits Foran Financial

These are the mergers, acquisitions and firm-to-firm moves that occurred the week of February 14, 2021.
Decennial winter snowstorms in the South took up much of the news this week. Advisor workflow in places like Texas was interrupted by forced blackouts that left millions without power, heat and, in some cases, running water. A couple of advisors shared their ordeal with
WealthManagement.com. 
Below are more deals along with firm-to-firm advisor moves announced for this week:
Baird Adds The Willowpointe Group
International wealth and investment management firm Baird announced that The Willowpointe Group has joined its network. Willowpointe joins from UBS where it managed $270 million in AUM. The five-person team led by Lawrence Taylor, director and financial advisor, and Steve Books, senior vice president and financial advisor, will work from a new branch in Cookeville, Tenn. ....

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