Articles tagged "Scottrade Advisor Services"


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Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm

Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits

June 12, 2017 — 7:36 PM UTC

Seven RIAs tell what big project they spent money for in 2016 -- and why

Graham Thomas corralled advisor principals at MarketCounsel's Summit in Miami Beach and got some intense answers

December 16, 2016 — 8:11 PM UTC

After cutting loose its RIA chief, Scottrade is culling some RIAs and imposing an 'unpublished' $12,000 fee on others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