Stifel Financial recruited a former Raymond James Financial financial advisor team that oversaw $1.35 billion in client assets. The Greer Financial Group joined Stifel in a new office in Macon, Ga.
Tash Elwyn of Raymond James says the wealth management industry has become analogous to a giant barbell graph. On one side are large wirehouse firms with huge advisor headcounts but also some ...
The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback