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Why Baker Tilly and Moss Adams Let $5.8B Walk Away
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Subscribe23 MAR 2026 / FINANCE
Baker Tilly has spun off its wealth management division, creating a new entity, Threadline Wealth, in a strategic move to eliminate regulatory conflicts and facilitate more focussed growth. The separation allows for greater investment flexibility for the wealth unit, while allowing Baker Tilly to focus on its core advisory services and contributes to a larger trend in the industry of separating services to enable more streamlined operations.
A senior partner once joked that wealth management inside an accounting firm feels like running a sports car in a parking garage, powerful, valuable, but constantly held back by tight turns and speed limits. That tension just played out at scale. Moss Ada...
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