Bernie Clark: We’re going to take this platform to new heights. Brooke's Note: It's not like Schwab didn't have every incentive to get this transition of 7,000-8,000 TD Ameritrade RIA accounts done as ...
Ahead of Charles Schwab’s planned Labor Day conversion for TD Ameritrade clients, advisors who custody at one or both expressed a range of emotions ahead of the long-planned switch. The merger of the ...
Derek Notman: It was a soul-crushing experience. Brooke's Note: There was so much focus on the TDA conversion to Schwab being “paperless” and popular TDA software like thinkorswim or iRebal surviving ...