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Independent Intelligence on the Private Wealth Industry
Thursday, August 27, 2026The Morning Brief →Sign in
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Stifel Independent Advisors

In PWD coverage since August 27, 2026 · 1 story
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Michael Rose
Aug 14 · to Raymond James & Associates
PWD coverage
RIA

Stifel's record July shows the employee model can still win

Record fee-based assets plus bank-driven loan growth make Stifel's July file a case study in the bank-funded recruiting model.
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