About Wealth tracker stifel
We will use periods of market dislocation to reinvest in our business for future growth." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the UBS Wealth & Asset Management Conference Stifel Reports First Quarter 2022 Results "Our quarterly revenue and earnings per share were the second highest first quarter results in the firm's history. The strength of Stifel's business model continues to be its diversity as record Global Wealth Management and Institutional Fixed Income transactional revenue helped to offset the headwinds in some of our businesses. The outlook for the remainder of 2022 is strong. We expect to benefit from our significant asset sensitivity and the continued growth in other business lines" - Ron Kruszewski Chairman and CEO Stifel Financial Releases Inaugural Environmental, Social & Governance Report Stifel Financial Corp. (NYSE: SF) will release its first quarter 2022 financial results before the market opens on Wednesday, April 27, 2022. The company will host a conference call to review the results at 9:30 a.m. Eastern time that same day. The conference call may include forward-looking statements.All interested parties are invited to listen to Stifel Chairman and CEO Ronald J. Kruszewski by dialing (877) 876-9938 and referencing conference ID 2672496. A live audio webcast of the call, as well as a presentation highlighting the company's results, will be available through Stifel's website, www.stifel.com. For those who cannot listen to the live broadcast, a replay of the broadcast will be available through the above-referenced website beginning approximately one hour following the completion of the call. Stifel to Meet With Institutional Investors at the KBW Winter Financial Services Symposium February 17-18, 2022 Stifel Reports Fourth Quarter and Full Year 2021 Results "2021 was an outstanding year for our firm as we delivered our 26th consecutive year of record net revenue, our fifth straight year of record earnings per share, and we generated a non-GAAP return on tangible common equity of 31% for the year. Each of our operating segments posted record results as the growth of our product offering has made us increasingly relevant to both wealth management and institutional clients. As I look forward, the outlook for Stifel remains as strong as I've seen in my 25 year tenure as CEO." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the Wolfe Research Wealth Symposium November 3, 2021 Stifel Reports Third Quarter 2021 Results "The third quarter's net revenue and EPS were the second highest in our history as both operating segments, Global Wealth Management and Institutional Group, generated strong results. We are on track to generate the 26th consecutive year of record revenue and, through three quarters, we have already surpassed our full
Key features of the Wealth tracker stifel that are enabled through these drivers include:
- Stifel Introduces Stifel Discover - Yahoo Finance
- Personal Wealth Tracker - Sustainable Wealth Advisors
- Stifel Financial Corp. Launches Stifel Discover: A - Nasdaq
- MyNetwealth – quick start guide: Wealth Tracker and Wealth
- Wealth Tracker - Blue Bell Private Wealth Management
- Wealth Tracker. on the App Store
- A How-To Guide - Stifel
- Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the UBS Wealth & Asset Management Conference May 24, 2023 Stifel Reports First Quarter 2023 Results "Stifel had a strong quarter led by record results in Global Wealth Management. More importantly, the quality of our franchise was on display as our balance sheet did not face the same issues that plagued many regional banks. Although the market outlook remains uncertain, I am confident that the diversity of our business model and our conservative approach will enable Stifel to continue to generate strong results in ever changing market conditions." - Ron Kruszewski Chairman and CEO Stifel Reports February 2023 Operating Data "In February, we continued to see strong net new asset growth from our existing clients and solid recruiting activity, however our total client assets decreased modestly due to declines in the equity markets. Operating conditions for investment banking have remained challenging, as such, we estimate that first quarter investment banking revenue will be down 5-10% from fourth quarter levels.In light of the recent turmoil in the banking industry, I’d like to reassure our clients and investors that Stifel’s balance sheet remains strong and liquid. While our client cash balances declined modestly due to seasonality and cash sorting in February, over the past two weeks, we have attracted over $1.3 billion in additional bank deposits, including an increase in uninsured deposits that reflects our strength in liquidity, short duration balance sheet, and strong capital position. Even accounting for the $1.3 billion in additional bank deposits, 85% of our current total deposits are FDIC insured." - Ron Kruszewski Chairman and CEO Stifel Reports January 2023 Operating Data "In January, we continued to benefit from our client cash initiatives. Client deposits remained relatively stable and we've continued to see similar trends so far in February. Total client assets increased 5% as we again benefitted from market appreciation and solid advisor recruiting. The environment for our Institutional Group remains challenging. However, the performance of both our transactional and investment banking businesses in January were in line with the outlook we gave on our fourth quarter conference call." - Ron Kruszewski Chairman and CEO Stifel to Meet With Institutional Investors at the KBW Winter Financial Services Symposium February 15-17, 2023 Stifel Reports Fourth Quarter 2022 Results "Stifel recorded its second best annual results in 2022. Our balanced business mix, which included record results in our Global Wealth Management segment and our third best year in our Institutional Group, enabled us to deliver a return on tangible common equity of 22%. Simply stated, Stifel performed as we expected. The breadth of our franchise helped to offset much of the impact of the difficult
