RBC Lands Ex-Stifel Team With $1.6B In Dallas

Published on July 20, 2026

KPM Wealth Advisory Group, a six-member team led by a trio of veterans, had been with Stifel for 10 years.

Continue reading on website
Other news

How Do You Advise Children Whose Parents Have Already Won?

July 20, 2026
When every door is open, how do children choose their own paths?

Integrated Tax Retirement Planning: It’s Not What You Make; It’s What You Keep

July 20, 2026
A holistic approach to retirement planning involves careful thinking and conversation around investment strategy, tax efficiency, income needs, and estate planning. The goal, of course, is to minimize the drag of taxation on lifetime earnings and wealth accumulation while maintaining both compliance and attention to the client’s priorities and values.