Articles tagged "Brian Davis"
Headline
Publish date
After cutting loose its RIA chief, Scottrade is culling some RIAs and imposing an 'unpublished' $12,000 fee on others
Brian Davis is gone and the St. Louis firm is dealing with an unwelcome P&L effect after open invitations to all RIAs of all sizes produced more expenses than revenues
August 1, 2014 at 6:26 AM
Scottrade proclaims itself the 'compliance custodian,' partnering with RIA In a Box and staffing a hotline with ex-regulators
But the mega-custodians are having none of it, saying the initiative is good as far as it goes, but lacks the horsepower to tackle the big questions
December 7, 2012 at 5:01 AM
Some Scottrade RIAs think the company's giant branch network is ripe for referrals
It would be a culture shift but Brian Davis leaves the door open
October 5, 2010 at 4:07 AM
Adding to the list of RIA custodians headed by execs with Schwab schooling, Scottrade promotes Brian Davis
After a wait, a spot vacated by Doug Talir gets filled by his former second in command
October 4, 2010 at 3:35 AM
Scottrade is ramping up marketing -- with an interim leader at the helm
The St. Louis-based discount broker has big momentum and a big position to fill
February 24, 2010 at 7:33 AM
New RIAs gather assets more zealously than veterans
Established RIAs also more likely to report a decline in client base than newbies
