Technology Integration Top Advisor Concern: Scottrade
“It’s about controlling what you can, and preparing for what you can’t,” says Brian Davis, director of Scottrade Advisor Services.
Scottrade’s Spirit; Pursuing Practice Excellence; Fiduciary Best Practices: July Investment Advisor—Slideshow
Most people are happy enough to talk about themselves, but Brian Davis, who is the focus Investment Advisor’s cover story, consistently highlights his team’s efforts in providing value and service at Scottrade’s institutional arm.
The Spirit of Scottrade: Little Firm Pushes Big Value
If you haven’t heard of Scottrade Advisor Services, you’re forgiven. Started in 2005, it resides in the decidedly non-financial hub of St. Louis, but the institutional business is coming on strong, finding a niche among the big boys.
Scottrade Advisor Services Hits 1,000 RIA Milestone
You might not think of Scottrade in the same way as a Schwab or Pershing, but it might only be a matter of time. The St Louis-based custodial and trading firm announced Tuesday that its Scottrade Advisor Services arm recently surpassed 1,000 advisory firms in its client base.
Save the boomer client - Best tech tools that do more with less
If time is money, then it's high time for advisors to take full advantage of the tech tools at their disposal. As an advisor and technology...
Integration status report: Progress, but still room for improvement
When it comes to technology tools for advisors, integration is as important as innovation. While software providers and broker/dealers have made substantial strides in developing...