Despite issues with Schwab, RIAs from TD stay put
Some advisors don’t like the number of master accounts at Schwab, the phone support or the technology. They’re exploring other custodians but don’t want to repaper.
Charles Schwab’s much-anticipated transition in September for independent advisors from TD Ameritrade’s custodial system reportedly went off without a hitch — but not everyone is happy with the change.
It’s been two months since the big move to Schwab Advisor Services — invo
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