Stifel Financial Corp.’s Post

I’m excited to share that I’ve again been recognized as a 2024 Forbes Top Next-Gen Wealth Advisor Best-In-State for the second consecutive year. Thanks to everyone who made it possible, and congratulations to all who made the list! Looking for a financial advisor to help you reach your goals? Let's talk. Reach out to set an appointment. #Forbes #Wealth #Next-Gen Disclosures: 2023– 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State for IL, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Today, we're highlighting an award from our Financial Services and Insurance Industry on GlobalHonors.biz: the InvestmentNews Top Advisors 2024 Award 🏆 This award celebrates the best advisors based on assets under management, AUM growth, and organic client growth over the past 12 months. Know a standout colleague? Nominate them—or even yourself! The Top Advisors 2024 will be featured in the January issue of InvestmentNews. 📅 Head over to InvestmentNews.com to submit your entry, and discover thousands more awards like this at GlobalHonors.biz! #FinancialAwards #TopAdvisors #InvestmentNews #GlobalHonors #IndustryRecognition #AwardSeason #BusinessAwards

I’m excited to share my recognition as a 2024 Forbes Top Next-Gen Wealth Advisor Best-In-State. This is a remarkable achievement and it’s an honor to be named among this distinguished list of financial advisors. Thanks to everyone who helped make it possible. Let’s get to work on what matters to you. Send me a message to get started. Disclosures: 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State for WI, published August 2024, research by SHOOK Research LLC, data as of March 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

Congratulations to our Pacific Wealth Management Group team member, Nini Wu, for being named to this year's Forbes rankings of the Top Next-Gen Wealth Advisors Best-In-State! You continue to redefine our industry's standards for success and represented the best of our firm. [Source: Forbes (Awarded August 2024). Data compiled by SHOOK Research based on time period from Mar 2023-Mar 2024.](https://lnkd.in/dNvZ_bsB) https://lnkd.in/dSxaM4e3

📊 We are excited to share the latest insights from our quarterly Due Diligence reviews. The available 2023 Financial Statements reveal a noticeable decrease in operating margins for asset managers within public markets, despite a recovery in AuM and steady EBITDA levels. During our Due Diligence assessments of newly appointed managers, we've identified a preference for public markets, which differs from the 2023 trend that leaned towards private markets. Remarkably, we've exceeded the number of reviews conducted in the first quarter of 2024, setting a new record in Lestrade’s history. A big thank you to our dedicated team and valued partners for contributing to these outstanding achievements. Together, we're setting new benchmarks and driving progress in the industry. #MarketTrends #ODD #Duediligence #Financialstability

I’m excited to share my recognition as a 2024 Forbes Top Next-Gen Wealth Advisor Best-In-State. This is a remarkable achievement and it’s an honor to be named among this distinguished list of financial advisors. Thanks to everyone who helped make it possible. Disclosures: 2023– 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State for PA, published in August each year, research by SHOOK Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

For Asset Owners Join us tomorrow, Wednesday 1st May Where MSCI's research teams Provide unique insights on private capital performance and discuss latest trends. Private Assets in Focus webinar link > http://ms.spr.ly/6046YK6xE

I'm excited to share my recognition as a Forbes 2024 Best-In-State Wealth Advisor. It's an honor to be named amount this distinguished list of financial advisors. Thanks to everyone who helped make it possible. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) . The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Curious about navigating the fixed-income space in a potential rate-cutting environment? 📉 Join us at this month's free Fixed Income Symposium on April 18th! Tap into insights from top experts like Capital Group's Emma Friend & Margaret Hilborne Steinbach, T. Rowe Price's Alex Obaza, CFA, and many more. Gain actionable insights for Q2 and beyond. Don't miss out – learn more and register now using the link below! #FixedIncome #ActiveManagement #FinancialAdvisers

For the first time, USA TODAY lists Verum Partners in its Best Financial Advisory Firms 2024, joining the Top 500 chart at no. 413! That's out of 32,600 firms as of the end of 2022. A lot of these sorts of rankings are "pay to play." But market research firm Statista's for USA Today is not. We are honored and flattered to be recognized. We are building a different type of wealth management firm here at Verum. Come take a look! #ria #truepartnership #bestfinancialadvisoryfirms #CharlotteNC #wealthmanagement