How is the Stifel platform versus a wire?

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Mar 28, 2009 4:57 pm

I am wondering how the following are:

 
How is the banking?  Bill pay online?  Cards with signature points?  Do they work as a delayed debit?
 
How is the managed money platform?  Good manager universe? How about the dual contract capabilities?  I understand they custody via Pershing/Lockwood.
 
How are the managed funds platforms?  Do they have an advisor select platform and a firm select platform?
 
How is the planning software?  I am a CFP, will it be robust?
 
Do they have a retiring FA program?
 
Can the trust operation handle Delaware Trusts?  Can they work throuh Comerica?
 
If you have come from a wire or compete against the same, do you lack anything on the platform?
 
Thanks!
Mar 28, 2009 10:49 pm

PM me

Mar 30, 2009 12:32 pm

Debit Card with points

 

Managed money platform is very good and getting stronger all the time.  Dual contracts are available.  We self custody, there are some managers available via pershing that are not normally available (Brandes for example)
 
Manage funds platforms are great.  Run by Stifel or by adisor.  ETF portfolios avaiable as well
 
Planning software is avaiable on your desktop.  I don't do many plans so I would defer on that question
 
Deals can be done for retiring FA's, lots of flexability
 
Comerica is our Trust provider, don't know about the Delaware situation
 
I came from another regional but compete against wires and haven't had any difficulty.  I've been at Stifel for over 6 years and love the firm.  Hated where I came from.