Scott Leak News Today

Scott Leak of FP Transitions describes what kind of data should advisors be looking at when it comes to making major decisions or transitions.

RIA consulting firm FP Transitions has tapped Scott Leak, who was let go from Schwab in the wake of its integration of TD Ameritrade, as a senior consultant.

More TD Ameritrade Execs Get the Boot at Schwab In the latest round of layoffs in the wake of Schwabs ongoing integration of TD Ameritrade, TDAI executives Vanessa Oligino, Greg Menefee and Scott Leak are shown the door. Charles Schwab is making more cuts to the former TD Ameritrade leadership team amid its latest round of layoffs. The firm let go of around 50 employees, according to a source close to the company. The recent round includes Vanessa Oligino, director of business perfor...