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The introduction of two major data-related regulations in 2018 changes how institutional investors and their financial services providers will manage their data needs and optimize their use of data going forward, according to new white paper sponsored by Northern Trust. The paper, Navigating Regulatory Shifts with Better Data, is one in a series of thought leadership pieces from Northern Trust in conjunction with The Economist Intelligence Unit.
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ROBERT W. BAIRD & CO. INCORPORATED: Baird Adds The Smith Group to Charlotte Wealth Management Office
Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added The Smith Group. The team is led by veteran Financial Advisor H.B. Smith, CIMA, Managing Director. He is joined by Assistant Financial Advisor Daniel Bryant, AAMS.