Firm's SIAccess 2023 Forum evaluated as
"resounding success" by top financial advisors
ST.
LOUIS, Oct. 11, 2023 /PRNewswire/ -- Stifel
Financial Corp. (NYSE: SF) today announced that its independent
contractor broker-dealer subsidiary, Stifel Independent Advisors,
LLC, concluded its highly anticipated SIAccess 2023 Forum. This
year's conference, held this fall, brought together industry
leaders, experts, and Stifel's C-suite executives for an event that
delivered insight and education for Stifel Independent Advisors'
network of elite financial advisors taking their practices to the
next level with the firm. Stifel Independent Advisors currently
oversees $6.5 billion in assets under
management (AUM).
"The SIAccess 2023 Forum, a relatively new conference now held
annually at our headquarters in St.
Louis, has once again proven to be a premier platform for
industry leaders to collaborate, share ideas, and chart the course
for the future of independent wealth management for highly
experienced advisors," said Alex
David, President and CEO of Stifel Independent Advisors. "We
firmly stand with our advisors from the moment they join our
network. This year's Forum was an exceptional opportunity to
reaffirm our ironclad commitment to advisor advancement. We're
delighted with the engagement of all participants at this
transformative event, who have said the event was a 'resounding
success.'"
The SIAccess 2023 Forum kicked off with a Welcome Meeting and an
engaging Fireside Chat featuring Mr. David and Dale Brown, President and CEO of the Financial
Services Institute (FSI), setting the stage for three days of
knowledge-sharing and networking. Stifel's Chief Investment Officer
Michael O'Keeffe also participated
in the Forum, during a session offering "Access to the CIO Office."
Mr. O'Keeffe is responsible for developing investment strategy and
corresponding investment offerings for Stifel advisors and their
clients.
Throughout the conference, participants attended interactive
sessions, such as "The Power of Partnership" by Kevin Kimbrough, Executive Director of Insurance
Solutions at The Pinnacle Group. Other highlights included
discussions on leveraging Salesforce for business enhancement,
sourcing sellers and book acquisitions, and exploring Stifel's VIP
Program to gather assets effectively. Opportunities for networking
were available across the three days of the event, held across
different venues, including The Live! By Loews Hotel St. Louis.
A key highlight of the Forum on Thursday was the COO Panel,
featuring David Sliney, Chief
Operating Officer of Stifel Financial Corp., and Tim Boostrom, Chief Operating Officer of Stifel
Independent Advisors. The two C-suite executives offered invaluable
insights into the fundamentals of operational excellence for
advisors. Advisors maintaining independent practices in partnership
with Stifel Independent Advisors have said the abundant resources
of an industry-leading firm, personalized support from the C-suite,
and access to top decision-makers were the reasons they chose to
join the firm. Stifel-affiliated broker-dealer subsidiary Stifel,
Nicolaus & Company, Incorporated recently ranked No. 1 in
employee advisor satisfaction among investment firms in the J.D.
Power 2023 U.S. Financial Advisor Satisfaction StudySM,
and ranked highest in key factors that include compensation, firm
leadership and culture, operational support, as well as products
and marketing.
Mr. Boostrom concluded, "Just as Stifel Independent Advisors put
their wealth management clients first, our firm delivers on our
promise to our members, providing the superior service that they
expect from an independent broker-dealer that offers the resources
of a globally recognized investment bank. We continue to grow and
expand our network of outstanding advisors and extend our heartfelt
appreciation to all attendees, speakers, and partners who made this
year's SIAccess Forum a tremendous success."
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services
holding company headquartered in St.
Louis, Missouri, that conducts its banking, securities, and
financial services business through several wholly owned
subsidiaries. Stifel's broker-dealer clients are served in
the United States through Stifel,
Nicolaus & Company, Incorporated, including its Eaton Partners
business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel
Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.;
and in the United Kingdom and
Europe through Stifel Nicolaus
Europe Limited. The Company's broker-dealer affiliates provide
securities brokerage, investment banking, trading, investment
advisory, and related financial services to individual investors,
professional money managers, businesses, and municipalities. Stifel
Bank and Stifel Bank & Trust offer a full range of consumer and
commercial lending solutions. Stifel Trust Company, N.A. and Stifel
Trust Company Delaware, N.A. offer trust and related services. To
learn more about Stifel, please visit the Company's website at
www.stifel.com. For global disclosures, please visit
https://www.stifel.com/investor-relations/press-releases.
For further information,
contact Brian Spellecy
(314) 342-2000
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SOURCE Stifel Independent Advisors