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Summary: Scottrade® Advisor Services now has agreements with two leading industry solutions providers to help RIAs run their day-to-day routines. Scottrade signed agreements with Morningstar, Inc. and Orion Advisor Services, LLC (“Orion”) to offer their services at a discount.
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Summary: A new survey from Scottrade Advisor Services shows that RIAs are ranking technology spending as a top priority, replacing business growth as last year's top priority.
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Summary: The digital advice market will top $83 billion by the end of 2016, according to a November report by Cerulli Associates, with growth projected to reach $385 billion in the next five years
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Summary: Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between.
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Summary: Two direct implications of the Department of Labor's fiduciary rule – fees and compliance – are advisors’ main concerns going into 2017, according to a survey from SEI Advisor Network.
