Schwab customer service hiccups test advisers' patience — and loyalty
Schwab’s customer service tests advisers’ patience — and loyalty As the brokerage navigates the cumbersome undertaking of acquiring thousands of advisers from TD Ameritrade and more than $6 trillion in assets, the broader custody industry is not sitting idle waiting for the fallout. January 26, 2021 5 MINS The $22 billion acquisition of TD Ameritrade Institutional by Charles Schwab Corp. was bound to introduce a few hiccups as two of the industry’s largest custodial platforms are melded together over the next few years — but for some financial advisers, patienc...
Source: investmentnews.com