Bruce and Jeff talk with Tom Bradley, managing director at Charles Schwab, about the Schwab-TD Ameritrade merger. They break down the multiyear process of the acquisition and get an update on its current status, as well as unpacking the challenges faced throughout the process.
Guest Bio:
As managing director for Schwab Advisor Services, Tom Bradley's role is to oversee the Core segment of Schwab’s advisor business, which provides custodial support services customized to independent Registered Investment Advisors with up to $300 million in assets under management.
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
