Scottrade Advisor Services
Business head: Brian Stimpfl
No. clients: 1000
Min. assets: None
Sponsored by Schwab Advisor Services
Latest news & opinion
Chairman Ben Brigeman will serve as interim chief executive while a search for a permanent CEO is conducted.
With income thresholds higher and a lower SALT deduction after tax reform, the AMT will realistically only apply to wealthy Americans with out-of-the-ordinary tax events.
Advisers wonder what the lack of a formal brokerage agreement means from a regulatory standpoint.
These next-generation leaders are raising their voices and gaining influence over financial advice regulation and legislation.
Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.