Stifel Advisor Linked to $132M Arb Award Has Left the Firm

Published on July 14, 2025

Arbitration awards and judgments involving Chuck Roberts exceed $166 million, his FINRA BrokerCheck record shows.

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Zephyr's Adjusted for Risk: How Private Credit Is Reshaping Investment Strategies

July 14, 2025
Ryan Nauman and Miguel Sosa discuss the increased popularity of private credit post-Global Financial Crisis, how interval funds match well with private credit due to liquidity needs, and why private credit is attractive to both investors and issuers

A Conference's Message: To Reach the Next Level, Ask the Right Questions

July 14, 2025
At Affiliated Advisors' recent Advance gathering, conversations centered on asking "Who?" instead of "How?"