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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 9, 2026The Morning Brief →Sign in
bank

Stifel Financial Corp.

In PWD coverage since August 27, 2026 · 2 stories
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Advisor
Aug 14 · advisor move
Arrivals
None tracked.
Departures
Michael Rose
Aug 14 · to Raymond James & Associates
PWD coverage
practice

Wells Fargo's outage is a vendor dependency audit

A shared back-office vendor puts four major firms on the same rails, and a manual fallback is only as good as its last drill.
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