RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Scottrade Advisor Services"


Headline

Publish date


Sean Gultig: We’d love to talk to them.

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 at 7:36 PM

Daniel Kern: Looking forward, we spend a lot and need to do more with marketing, both brand and message.

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 at 8:11 PM

Matt Wilson has replaced Brian Davis as head of Scottrade's custodian and is presiding over its acute strategy shift.

After cutting loose its RIA chief, Scottrade is culling some RIAs and imposing an 'unpublished' $12,000 fee on others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 at 6:26 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.