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Stifel Financial (SF) investor relations material

Stifel Financial Wolfe Wealth Symposium 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Wolfe Wealth Symposium 2026 summary13 Nov, 2025

Macro and Operating Environment

  • Business performance is above normalized trends across wealth, banking, trading, and advisory, supported by a favorable macro environment and regulatory tailwinds for M&A.

  • The company rebounded from a period of sub-normalization due to an inverted yield curve and wide credit spreads, now seeing a positive outlook barring major geopolitical disruptions.

Strategic Objectives and Growth Initiatives

  • Targets $1 trillion in client assets through recruiting, acquisitions, and technology investments.

  • Plans to expand Stifel Bancorp, grow client and corporate deposits, and leverage the franchise for loan growth.

  • Capital is prioritized for franchise growth, strategic investments, and risk-adjusted returns, with opportunistic share repurchases to manage dilution.

  • Consistent mid-teens earnings growth trajectory is expected, supported by a strong track record and shareholder alignment.

  • Management expresses high conviction in achieving long-term targets, citing a history of successful execution.

Wealth Management and Recruiting

  • Recruiting pipelines are robust, focusing on larger, more productive advisor teams and growing both headcount and productivity.

  • Added over 800 financial advisors since 2019, with $435 million in trailing 12-month production.

  • The firm emphasizes the W-2 advisor channel for better alignment with its strengths.

  • Ranked #1 wealth management firm for employee advisor satisfaction by JD Power for three consecutive years.

  • One of the largest retail brokerage networks and a full-service wealth manager with over $540 billion in client assets.

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Frequently asked questions

Stifel Financial Corp. is a financial services company providing investment banking, wealth management, and institutional services. The company offers solutions such as equity and fixed-income research, trading, underwriting, and advisory services. Stifel serves individual investors, corporations, and institutional clients, focusing on tailored financial strategies and capital market expertise. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE.

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