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Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
bank

Stifel, Nicolaus & Co.

In PWD coverage since September 23, 2026 · 1 story
-2Talent net · 12 months0 in · 2 out
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Robert Henry
Sep 22 · team liftout
Arrivals
None tracked.
Departures
Robert Henry
Sep 23 · to Wells Fargo Advisors
Michael Rose
Aug 14 · to Raymond James & Associates
PWD coverage
Moves

RBC builds La Jolla on Bank of America's private bankers

Two advisers, two associates and more than $2 billion — the second bank-channel liftout in a month says more than the asset total does.
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