Advisor Recruiting Is No Longer One Battle. These Four Moves Show Why
Stifel’s sale of Stifel Independent Advisors to Equitable shows how wealth firms are choosing between employee-advisor scale and independent-channel growth.
Stifel’s CEO Says AI Can Help Advisors, But Judgment Still Belongs To Humans
Stifel CEO Ron Kruszewski says AI can improve advisor productivity, but client advice still needs human judgment.
LPL And Osaic Add Advisor Talent From Raymond James And Stifel
LPL and Osaic added advisor talent from Raymond James and Stifel, bringing in teams tied to more than $1B in client assets.