TD Ameritrade takes on Schwab with big consulting push
Smaller custodian will seek to democratize consulting advice on behalf of smaller advisors
Dan Edwards
Tell me more. I usually direct my rollover clients to your platform for my advisery services.
Await your reply and more about the new service…
Tx
Dan Edwards
Prism Fund Solutions, Inc.
Registered Investment Adviser (RIA)
Accredited Investment Fiduciary ® (AIF)
Professional Plan ConsultantTM (PPC)
Paladin Registry 5 Star Advisor
www.paladinregistry.com/index.php
1679 Watermark Circle, N.E.
St. Petersburg, Florida 33702
daned@tampabay.rr.com
dan@prismfundsolutions.com
727-580-6006 cell
Elmer Rich III
Is it just me or is anyone else a bit skeptical of custodians morphing into consultants, M&A advisors, tech enablers, etc? Where is the knowledge base, intellectual property, practice experience and seasoned leadership going to come from for all this?
It seems like there is plenty of profitable growth in the plain old custodian business.
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
