Stifel Adds Ex-Merrill Exec and $1B of His Investment Firm's Assets
By Dinah Wisenberg BrinLaunny Steffens will lead asset management; Stifel will acquire AUM from his firm, Spring Mountain Capital.
September 03, 2025
This Social Security Strategy Gives Retirees More to SpendBridge approaches can help retired clients get more mileage from the same amount of assets, research finds.
September 03, 2025
You Have 100M Americans to Rescue, Pru Exec WarnsSalene Hitchcock-Gear wants advisors to mind all of Americans' financial gaps.
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.
September 03, 2025
JPMorgan Lays Off 99 In San FranciscoThe company has added thousands of positions overall and has more than 14,000 openings.
September 03, 2025
An Advisor’s Edge in the Age of AIThe technology cannot replicate empathy, trust and judgment — or the human actions they inspire.
September 03, 2025
State Street Takes Minority Stake in Apex Fintech, Forms PartnershipThe move expands the financial services company's offerings to the global wealth management industry.
September 03, 2025
Madison Dearborn Rebuys NFP Wealth Business From Aon for $2.7BThe private equity firm is acquiring Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.