During the opening session at the 2018 SCF Conference in Tucson, Arizona, President & CEO Randy Meadows shared with financial advisor attendees the state of the company and how SCF will focus its efforts and resources as the broker-dealer/RIA rolls into the new year.
SCF AUM Surpasses $3 Billion Threshold
SCF announced today that it has surpassed $3 billion in assets under management (AUM), now totaling $3,115,825,933. Only 18 months have passed since the firm crossed the $2 billion threshold in July 2016.
6 Overlooked Criteria for Broker-Dealer Due Diligence
When investigating a new BD, you may not be looking at the following criteria—but you should
It’s not surprising that when the majority of registered reps look to change their broker-dealer, they tend to focus on short-term factors and immediate satisfaction. Quick relief in the form of better technology and payout, ticket charges, expenses and transition support can be very attractive. However, focusing on the long-term benefits will go a lot further in securing a new broker-dealer relationship that will last.
