Articles tagged "Brian Davis"


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After cutting loose its RIA chief, Scottrade is culling some RIAs and imposing an 'unpublished' $12,000 fee on others

Brian Davis is gone and the St. Louis firm is dealing with an unwelcome P&L effect after open invitations to all RIAs of all sizes produced more expenses than revenues

August 1, 2014 — 6:26 AM UTC

Scottrade proclaims itself the 'compliance custodian,' partnering with RIA In a Box and staffing a hotline with ex-regulators

But the mega-custodians are having none of it, saying the initiative is good as far as it goes, but lacks the horsepower to tackle the big questions

December 7, 2012 — 5:01 AM UTC

Some Scottrade RIAs think the company's giant branch network is ripe for referrals

It would be a culture shift but Brian Davis leaves the door open

October 5, 2010 — 4:07 AM UTC

Adding to the list of RIA custodians headed by execs with Schwab schooling, Scottrade promotes Brian Davis

After a wait, a spot vacated by Doug Talir gets filled by his former second in command

October 4, 2010 — 3:35 AM UTC

Scottrade is ramping up marketing -- with an interim leader at the helm

The St. Louis-based discount broker has big momentum and a big position to fill

February 24, 2010 — 7:33 AM UTC

New RIAs gather assets more zealously than veterans

Established RIAs also more likely to report a decline in client base than newbies

December 28, 2009 — 4:44 AM UTC
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