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Summary: To say that the past 12 months have been an eventful time in the news is surely an understatement by anyone’s standards. From the most unpredictable and contentious presidential election, continued war in the Middle East and an ongoing refugee crisis, to a momentous World Series win for the Chicago Cubs, President Obama making the historic trip to the island nation of Cuba, and so much more, it was quite a year on the world stage.
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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.
