Schwab Celebrates As Labor Day TD Ameritrade Conversion Completes
More than 7,000 advisor firms, 3.6 million client accounts and $1.3 trillion in assets were moved overall.
Source: wealthmanagement.com
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Cautious Optimism Ahead Of Schwab, TD Ameritrade Labor Day Conversion
Many who custody with one or both have seen no major hiccups so far, while some smaller, TD-only firms expressed confusion and frustration.
Source: wealthmanagement.com
Most Advisors Planned for Student Loan Payments, Despite Biden Plan
Personal feelings aside, most advisors had already factored in the possibility of President Biden's student debt relief plan not succeeding.
Source: wealthmanagement.com