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Baird

In network coverage since August 18, 2026 · 13 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 20, 26Deal announcedSagard — coverage
Network coverage
funds

Sagard opens $5.9bn private credit platform to US advisors via Baird

Registered advisors and accredited investors gain access under a distribution partnership covering product innovation and advisor engagement.
the_wrap · Oct 16Treasury opens more than 60 million Trump Accounts; parents still must claim them
book · Oct 15Treasury opens Trump Accounts for more than 60 million eligible children; parents must claim
policy · Oct 15Treasury opens more than 60 million Trump Accounts; parents still must claim them
book · Oct 15IRS Notice 2026-62 treats one 351 ETF conversion sequence as taxable
Moves · Sep 22Composition Wealth staffs the two seats that make a roll-up close
The Close · Sep 17The advice industry's next dollar is adjudication, not allocation
RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14
Moves · Sep 15Choreo's fourth Edelman hire is an integration bet
the_tape · Sep 10Aggregators are buying the teams now
Moves · Sep 10Baird's Chandler office is being built from Edelman's bench
Moves · Sep 1Cyndeo hires Dynasty's Casey Jorgensen to run growth
digital · Aug 18AECOM's record backlog meets a $337 million charge
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