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The move marks the firm's second hire in the past week.
January 19 -
The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18 -
The advisors joined the firm's recently opened office in Flint, Michigan.
January 17 -
They were previously part of a team that oversaw $2 billion in assets.
January 17 -
‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.
January 12 -
Advisors have been ditching some of the larger firms for greater latitude.
January 11 -
Thirteen executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, SunTrust, Wells Fargo and U.S. Bank. Find out who they are and what their new roles entail.
January 11 -
The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.
January 10 -
The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.
January 10 -
Tim Buckley has to navigate the perils of passive-investing dominance.
January 4Bloomberg News