A five-advisor team managing $1.15 billion at Wells Fargo Advisors in Midland, Michigan, has joined Stifel Nicolaus and opened a firm office there.
The team, which operates as the Stolz-Smith Financial Consulting Group, consists of Doak Stolz, Scott Smith, Ryan Anderson, Dennis Stolz and Jacob Smith.
Doak Stolz had been with Wells Fargo and a predecessor firm since 1986, and Scott Smith since 1989.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
