Scottrade Advisor Services
Business head: Brian Stimpfl
No. clients: 1000
Min. assets: None
In the News
December 27, 2016 - Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether. â€œThere is no way we will become robo advisers, but we have to create a digital experience because the amount...
RIAs rank technology spending as top priority amid competition from robo-platforms: Scottrade survey
December 9, 2016 - As robo-platforms continue to spread across the financial services landscape, registered investment advisers are feeling the pressure to open their checkbooks in order to keep pace on the technology front. A new survey from Scottrade Advisor Services...
August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...
August 9, 2015 - As larger teams move into the registered investment adviser channel, the major custodians are getting more creative and adding some sweeteners to entice big breakaway outfits. Looking to differentiate themselves by more than just their ability to hold...
August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...
October 2, 2014 - Scottrade Advisor Services, which has struggled with dwindling numbers of advisers on its platform, is working to stop the bleeding by attracting new RIAs, upgrading its technology and improving the experience for its existing advisers. While Scottrade...
August 13, 2014 - Firm Address City, State Zip Phone Website Head of RIA custody business 2014 # of clients % change vs. 2013 2014 assets under custody % change Minimum assets of advisers Schwab Advisor Services 211 Main St. San Francisco, CA 94105 (877) 687-4085 www.advisorservices.schwab.com...
August 11, 2013 - Firm Phone/website Head of RIA custody business # of clients % change vs. 2012 Assets under custody ($M) % change vs. 2012 Minimum assets of advisers 1 Schwab Advisor Services (877) 687-4085 schwabadvisorcenter.com Bernie Clark, Executive vice president...
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Voya Financial Inc. has a board of directors that is 40% female, and the emphasis on diversity and inclusion carries through to the firm's advisory business, says Tom Halloran, president of Voya Financial Advisors.
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