Wealth Management Insights & White Papers

Baird’s wealth management experts frequently provide timely perspective on topics that can and often should impact your plans.

Wealth Management Insights

2018 Wealth Management Outlook

Baird’s Chief Investment Strategist, Bruce Bittles, and Director of Advanced Planning, Tim Steffen, discuss the market trends and planning topics that will be important as the year unfolds.

White Papers from Baird

Our Most Recent White Papers

Tax and Financial Planning

Retirement Planning

Investment and Portfolio Management

Risk Management



Read more from Baird’s thought leaders in our white paper archive.