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The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.
August 8
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The senior executives joined their former chief at Cresset Capital Management’s newly formed multifamily office.
August 7
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The firm, which has opened five new offices and acquired a firm this year, is putting another familiar face on its executive committee.
August 7
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A younger cadre of managers led by new President Jonathan Gray is moving up.
August 3
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The firm’s partners met while employed as advisors at Merrill Lynch, and later switched to Wells.
August 2
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One of the firm's two new executives is a wirehouse veteran who started her career at Merrill Lynch in 1990.
August 2
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Already an aggressive recruiter, the firm upped its advisor head count by 115 during the recent quarter.
July 31
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The new executive will lead the development of the private bank’s philanthropy and family governance services.
July 31
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Stifel is expanding on the West Coast, hiring 13 recruits in California year-to-date.
July 30
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A 34-year old broker with high-net-worth tax specialty signs with Dynasty.
July 30
