Tim Devlin and Michael Jeremiah, who managed $239 million at Wells Fargo Advisors, have joined Stifel Nicolaus & Co. in Spokane, Washington.
The team, which operates as the Devlin Jeremiah Group, has 53 years of combined investment industry experience.
Devlin had been affiliated with Wells Fargo and a predecessor firm for 12 years and Jeremiah for 15 years.
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Few feel confident that they will meet their retirement goals.
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.
