Stifel Independent Advisors

Mark Stofan's latest article in InvestmentNews, “The Allure Of Independence Is Real But Look Before You Leap,” is a must-read for financial advisors considering the leap to independence.   President of Stofan Agazzi Investments here at SIA, Mark skillfully explains the balance between autonomy and collaboration critical to successful independence. The importance of having a trusted broker-dealer by your side and a home office who knows you on a first-name basis cannot be overemphasized, according to Mark. His insights on tailoring investment choices and setting your own schedule as an advisor should also resonate deeply with professionals considering their options.   Kudos to Mark for shedding light on the true essence of independence done right in our industry! #FinancialAdvisors #Independence #InvestmentNews #MarkStofan #Service

With the Republican National Convention in full swing, our John Macielag, CIMA®, CPFA, CRPS® and Jay Beynon, CFP® discuss their approach to the political landscape and upcoming presidential election in InvestmentNews.

Here at Stifel Independent Advisors, our Women Owners’ Network is part of our commitment to profoundly impacting our advisors’ lives by relentlessly caring about what they do. Thanks to Wealth Solutions Report for highlighting our efforts to support our female business owners!

Thanks to Digital Wealth News for covering our inaugural Women Owners' Network event, which brought together women leaders from across Stifel Independent Advisors for a busy day of education, networking, sharing best practices, and fostering mutual success!

This month, as InvestmentNews explores the future of financial advisors, our very own E. Todd Rebich of Rebich Investments weighs in on this timely topic. In his remarks to the publication, Todd challenges the hype around NextGen advisors, and says building relationships remains as relevant as ever, regardless of technological advancements. “I think the ideal NextGen advisor looks like the last generation of advisors. The things that were successful in the last generation are the same things that are going to be successful with the next generation. For the last 20 years, the industry has been acting like the world is changing, but at the core, building relationships stays the same.” Building connections between senior leadership at firms and younger advisors is key. Training involves many moving parts, and Todd focuses on shadowing mentors, role-playing real-life scenarios of an advisor, and technical education. “We get them at their best after about two years, but for the better part of the first year they’re listening in on veteran advisors,” he says. For more check out the terrific article by Gregg Greenberg. #NextGenAdvisors #FinancialFuture #WealthManagement #InvestmentNews

Congratulations to Chris Howard, CFA, CPA, CFP® for an insightful article that sheds light on the importance of tax planning in wealth management!   It’s a timely reminder that tax season should take place year around for advisors and their teams. It’s also more than just a number-crunching exercise; it’s a golden opportunity for financial advisors to strengthen client relationships and showcase their dedication to clients’ long-term financial health.   A recent survey revealed that over 35% of advisors consider tax planning as the most underutilized service, despite its significant role in wealth-building. Effective tax planning is a continuous process that can have a profound impact on clients’ financial outcomes.   In his article in AdvisorHub, Chris proposes these strategies:   Prioritize Tax Efficiency: Use methods like the backdoor Roth IRA and strategic mutual fund purchases to manage taxes efficiently. Maximize Client Philanthropy: Leverage donor-advised funds to balance capital gains and enhance charitable deductions, offering both immediate and future advantages.   Integrating tax planning into a comprehensive wealth management framework allows financial advisors to act as the quarterback of their clients' financial team, addressing all facets of their financial well-being.   For more, check out Chris’ article!   #TaxPlanning #TaxManagement #ProactiveGuidance #Growth #FinancialAdvice #Stifel

We are thrilled to share that Amanda Arcilesi Simmons, CFP®, a dedicated financial advisor at ARC Wealth Management with Stifel Independent Advisors, has been featured in Barron's Advisor Women’s Edition! This recognition is a testament to her commitment to active listening and leading with empathy in the financial advisory field.   Amanda’s approach to client relationships is a beacon of inspiration. She believes in the power of empathy, not just as a starting point, but as a continuous thread in all interactions.   Clients are not just looking for strategies; they seek to be heard and understood. Amanda’s philosophy is simple yet profound: “A simple ‘I understand’ is often enough.” This resonates deeply, as it’s not just about providing top-notch financial guidance, but also about building a foundation of effective communication.   Join us in congratulating Amanda on this well-deserved recognition. Her ability to listen, empathize, and connect with clients truly sets her apart!   For more, you can sign up here to receive the Barron’s Advisor Women’s Edition monthly.   #FinancialAdvisor #EmpathyInFinance #ClientFirst #ActiveListening #BarronsAdvisor #WomenInFinance #Leadership

Check out these insights from E. Todd Rebich, President of Rebich Investments, part of Stifel Independent Advisors, in Barron's Advisor!   In the face of a potential increase in personal bankruptcy filings, financial advisors are urged to reconsider the “not-my-client” mindset. The latest article by Cheryl Winokur Munk, “Bankruptcies Could Be on the Rise. How Advisors Can Help Their Clients,” highlights a crucial shift in the financial landscape.   Todd emphasizes the unpredictability of financial crises, recalling clients who faced bankruptcy due to unforeseen circumstances. “When someone says, ‘Not my clients,’ you never know,” Rebich says, advocating for a proactive approach. He encourages advisors to watch for bankruptcy triggers and explore alternatives to filing.   For a deeper dive into how financial advisors can support clients during challenging times, read the full article. Thank you, Cheryl and Barron’s Advisor, for an opportunity to share our insights! #FinancialAdvisors #KnowYourClient #ProactiveAdvisor #WealthManagement #Stifel

In this recent article in Business Insider, Eric Niedermeyer, chief investment officer of Tanner Creek Capital at Stifel Independent Advisors, explains the prime rate, a key indicator of the economic climate and borrowing conditions. The prime rate is reserved for the most creditworthy corporate customers, Eric explains. While it may not be directly accessible to most, its influence extends to everyday financial products like credit cards and mortgages.   Dive into the latest article by Paul Kim and Tessa Campbell , where they explore the intricacies of the prime rate, its current trends, and strategies to navigate your finances amidst its fluctuations. Plus, gain insights into the prime rate’s relationship with the Federal Reserve’s decisions.   Special thanks to Tessa Campbell for the opportunity to weigh in!   #PrimeRate #Finance #Economy

Stifel Independent Advisors COO Tim Boostrom sat down with Wealth Solutions Report to discuss the importance of developing deep home office-advisor relationships and how it fits our mission to profoundly impact our advisors' lives by relentlessly caring about what they do.