RIABiz

RightCapital confirms secret SoFi deal that involves both B2C and 25 CFPs, landing it with MoneyGuidePro and eMoney as one of the Big Three financial planners, industry survey says

RightCapital partners with SoFi, integrating 25 CFPs and its planning tool into SoFi's platform. SoFi aims to attract new revenue streams amidst a significant market-cap slump. RightCapital likely ...
Insurancenewsnet.com

Scottrade Advisor Services Rolls Out Special Promotion on MoneyGuidePro

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 ...
RIABiz

RightCapital conversions from MoneyGuidePro are a catalyst for Commonwealth's move to put paraplanners at advisor fingertips

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 ...