Osaic has integrated Bard Financial Services, a Connecticut-based team managing $1.2 billion in assets, into its W-2 channel to support their growth, succession, and centralized support needs. Concurrently, Raymond James’ Financial Institutions Division has added a four-advisor team in the Kansas City area managing $420 million to its FNBO program, and Baird has promoted two internal veterans to market director roles in its private wealth management division in the Midwest and Ohio Valley.
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Advisor moves: Osaic adds $1.2B Connecticut team to W-2 ranks
Osaic has integrated Bard Financial Services, a Connecticut-based team managing $1.2 billion in assets, into its W-2 channel to support their growth, succession, and centralized support needs. Concurrently, Raymond James’ Financial Institutions Division has added a four-advisor team in the Kansas City area managing $420 million to its FNBO program, and Baird has promoted two internal veterans to market director roles in its private wealth management division in the Midwest and Ohio Valley.