Stifel Nicolaus said it has added three advisers from Merrill Lynch.
John Carpenter and Faisal Raza, who managed $128 million at Merrill Lynch, have joined Stifel Nicolaus in its Dallas office.
Also joining Stifel from Merrill Lynch, where he managed $115 million, is Jake Allen, who has moved to the firm’s Frontenac, Missouri, office.
See the latest Advisers on the Move here.
“Unless he has to leave for fraud”.
Hardliners give way to pressure to approve consideration of bills.
Financial resilience is at risk as cost of living strains budgets.
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
