Stifel Financial Corp. continued its long-term move away from the independent broker-dealer industry when it said on Monday ...
Independent Financial Group, one of the last large, privately held broker-dealers to work with independent contractor advisors, has tapped independent broker-dealer veteran Kevin Keefe as president ...
In the future, will people have relationships with their financial advisors or with the advisors’ broker-dealers, custodians and other affiliated businesses? It’s an uncomfortable question. Clients ...
The acquisition accelerates the growth of Equitable’s wealth management business, which the company says is its ...
Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with ...
NEW YORK, May 07, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. (“Binah Capital”) (NASDAQ: BCG), a leading financial services enterprise that owns and operates a network of firms empowering ...
ANAHEIM, Calif., June 5, 2025 /PRNewswire/ -- Centaurus Financial, Inc. ranks No. 17 among independent broker/dealers in Financial Advisors' list of the top 40 in the United States. Centaurus has ...
Financial advisors affiliated with a broker-dealer are far more likely than other advisors to say they will definitely leave their firm this year. That was among the findings in this month's Financial ...
The independent broker-dealer’s new 13-story San Diego headquarters is the nation’s largest net-zero energy building, says the firm. The independent broker-dealer increased its financial advisor rep ...
Equitable Holdings (NYSE:EQH) said Monday it has agreed to acquire Stifel Independent Advisors, the broker-dealer and ...