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CEO Ron Kruszewski received praise for leading the firm's wealth management unit to a record for revenue, despite costly legal setbacks.
April 25
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Record revenue wasn't enough to offset costly legal charges that the firm racked up in the first quarter.
April 23
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Stifel follows closely on UBS's heels in getting hit with tens of millions in punitive damages.
March 13
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Stifel chief executive Ron Kruszewski said surging markets have forced firms to be particularly choosy about which advisors they try to poach from rivals. That may change this year.
January 29
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The team of three advisors have started a firm called T6 Wealth Management, which will operate out of Morgan Stanley's new offices in Midtown Manhattan.
January 27
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A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.
November 11
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The sale could see up to 50 advisors move to Stifel but doesn't involve B. Riley's 190 independent wealth managers.
November 1 -
After adding 27 advisors in the past three months, CEO Ronald Kruszewski looks at the "recruiting landscape" and likes what he sees.
October 23 -
The advisor at the center of the case, Chuck Roberts, has been the subject of at least 19 customer complaints since late 2022.
October 7 -
The deal comes an ongoing boom in private loans to businesses and consumers.
August 27
