Browsing Tag
Stifel
5 posts
Stifel 401(k) Plan Subject of New $134 Million ERISA Case Over Fund Performance
Similar to recent filing against Blomberg’s 401(k), suit from Sanford Heisler Sharp McKnight alleges Stifel breached fiduciary duties by retaining underperforming funds for over a decade
Equitable Acquires Stifel Independent Advisors
Stifel’s independent advisors will transition to Equitable Advisors
Stifel, Commonwealth Keep Top Spots in J.D. Power Advisor Satisfaction Rankings
Annual study finds more than a third of advisors open to changing firms
Pontera, Stifel Partner to Securely Manage Client 401(k)s
Collaboration unveiled today extends capabilities of more than 2,400 Stifel advisors serving over 200,000 clients
Too Many Advisors Can’t Spend Enough Time with Clients: J.D. Power
Stifel, Commonwealth rank highest in satisfaction in respective segments according to the 2023 U.S. Financial Advisor Satisfaction Study