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Former $335M Wells Fargo team joins Stifel’s independent broker-dealer subsidiary
Washington team is the second practice to join the firm so far in 2024.
Holistic wealth management starts with transition services
Attending to advisor well-being, starting with onboarding, helps advisors weather the inevitable storms that come with managing other people’s money in an unpredictable world.
Advisors debate: ETFs, mutual funds or both?
Financial advisors weigh in on which investible vehicle works best for their clients.
Advisor satisfaction with firms hinges on time spent with clients: J.D. Power
Annual survey reveals highest and lowest scoring firms, while one advisor questions work ethic of some peers.
529 Day is a reminder not to play hooky saving for your kids’ education
Of all the holidays we observe, both real and faux, 529 College Savings Day is the one that counts the most, in our humble opinion.
Diversity, Equity & Inclusion 2023 Lifetime Achievement Winner: Alex David
Daily experiences have helped the CEO of Stifel Independent Advisors to appreciate how necessary it is for professionals, especially African American adults, to be role models for young Black males.
Cracking the code
Universities spark enthusiasm among Black students for advisory careers with pragmatic pitches.
Why a down market won’t deter advisers from switching firms
Advisers today are financial 'life coaches' who need to feel they're in the right place at the right time to build the kind of effective relationships that are at the core of their practice.
Inflation already slicing into retirement saving, says Schwab 401(k) survey
The nationwide study shows 79% of workers are changing their saving and spending habits because of inflation.
