Stifel CEO Ron Kruszewski warns that if equity markets remain depressed, it will negatively hit wealth management revenue, but keeps earnings guidance intact for 2025 based on the expectation that markets will stabilize.
The retirement plan provider has launched a 401(k) platform to simplify plan management for financial advisors and identify employees who may need wealth services.
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James Verdi was previously with American Portfolios, one of the legacy broker/dealers integrated into a single entity when Osaic rebranded from Advisor Group.
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