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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.
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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.
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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.
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