Commonwealth launches on-demand paraplanner service for its 2,200 affiliated reps. Migration to RightCapital from MoneyGuidePro fuels demand for paraplanning support. Paraplanners offer expertise in ...
Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...
Scottrade Advisor Service, a custodian to more than 1,000 independent RIAs, has agreed to resell MoneyGuidePro financial planning software to its advisors at a 50% discount. According to Brian Davis, ...