STIFEL, NICOLAUS & COMPANY, INCORPORATED

Choreo, the registered investment advisor created in 2022 when private equity group Parthenon Capital lifted out the wealth management business of accounting firm RSM, has acquired the assets of Resource Financial Group, a Wilmette, Ill.-based RIA with about $700 million in assets. Resource Financial Group consists of an eight-person team, specializing in helping business owners…

Oil tankers and cargo vessels remain anchored off Port Sultan Qaboos on June 21, 2026 in Muscat, Oman. Elke Scholiers | Getty Images Oil prices rose Friday as investors weighed escalating tensions between the United States and Iran after Tehran vowed to target regional infrastructure if President Donald Trump followed through on threats to strike…

Guidance on Donations Due to Federally Declared Major Disasters Q:  Would it be consistent with FINRA Rule 3220 (Influencing or Rewarding Employees of Others) for a member or an associated person to donate goods or money (either directly or through a fundraising platform) to employees of an institutional customer for losses sustained due to a…

One of the more popular stocks in the retail industry also happens to be one of its more consistent dividend payers — and dividend raisers. In April, Costco (COST 0.51%) declared a hike in its payout for the 22nd year in a row. Here’s a look at what kind of position you’d need in the…

Most of the best bank account promotions on the market right now cater exclusively to consumers. Indeed, many of the United States’ best online banks seem to favor personal account holders rather than business owners. But not all banks shortchange small-business owners. If you’re a small-business owner, solopreneur, or freelancer, you just need to know where to look to…

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