Resources

Learn how to turn estate planning into a growth engine that helps you win clients, build trust, and scale faster.

As an advisor, are you mentally prepared for retirement? A perspective on how to get ready for life after work.

Tax-smart tools help bridge the gap—getting clients out of legacy holdings and into newer model portfolios.

What's next for today's dynamic ETF market? Explore top trends and predictions for the future in this exclusive report.

What happens when one of the largest wealth management firms reimagines how it delivers insights to clients? Enter Stifel Discover—a bold new content experience embedded within Stifel's Wealth Tracker app, designed to make investment research and other firm content feel personal, timely, and actionable.

Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when?

With existing regulated product structures, investment managers are eyeing retail investors for growth in private capital, predicting allocations to soar from billions to trillions by 2030. Find out more in the 2025 Investment Management Predictions report from Deloitte.

Go independent. But don't go it alone. Outsource the support you need.

Expert insight to ensure your digital asset strategy is built to withstand a rapidly evolving landscape.

Investment management firms should ensure that the right HR building blocks are in place—from unified, democratized data and analytics to a holistic view of the employee journey—to nimbly meet today's workforce challenges while also being poised to flex and adapt as the future unfolds.

We've identified six best practices to help you navigate the most challenging investment markets and move the business forward. Read the guide.

Go independent. But don't go it alone. Explore the shared RIA ownership model.

Go independent. But don't do it alone. Explore the shared RIA ownership model.

You don't have to start your own firm to enjoy the benefits of independence. More and more advisors are choosing to join an existing one.

As firms accumulate vast amounts of data, the challenge of managing, securing, and optimizing this information becomes more complex.

Discover how AI tools are transforming financial advisors' daily operations, how data unification and AI are reshaping client-advisor relationships

Artificial Intelligence (AI) is rapidly transforming how financial advisors approach complex planning areas such as tax

Why are you still buried in portfolio management and tax oversight? It's time to break free from the grind and focus on what actually helps drive your business forward.

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

The world is changing. Has your approach to financial planning also changed? Have you modified your methods, your messaging, and your mindset to effectively connect with clients in today's dynamic market? These are questions that financial advisors must consider as market-driven forces reshape the profession and give rise to uncharted territory.