RIABiz

After big Memorial Day systems merger, Charles Schwab & Co. gets an earful from TD Ameritrade investors -- and one RIA son-in-law -- over snafus, mobile app letdown and ...

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 ...
RIABiz

Charles Schwab Corp. CFO proclaims TD Ameritrade RIA conversion a 'tremendous success,' but Wall Street dour after he also disclosed TDA-'originated' $20-billion-plus assets ...

Peter Crawford: "The majority of these deal-related outflows have been attributable to Ameritrade RIA clients. Key Points Schwab touts 'tremendous success' in converting TD Ameritrade RIA accounts.
Financial Advisor

RIAs Likely Won't Have To Repaper TD Ameritrade Accounts After Schwab Deal

RIAs custodying with TD Ameritrade received some good news about that firm’s acquisition by Charles Schwab on Thursday morning. According to Tom Nally, president of TD Ameritrade, most RIAs will not ...
Financial Planning

Why Charles Schwab and TD Ameritrade are celebrating a $1.3T snooze fest

Login troubles. Password resets. A lack of familiarity with slightly different functionality. In the wake a massive account transition that saw more than 7,000 advisory firms and $1.3 trillion in ...