TD Ameritrade and Pershing are making moves to win RIA 401(k) assets
Little-known Matrix is strong with 401(k) business for advisors and Fidelity's new 401(k) RIA solution is well-received
Jessica Searcy Maldonado
For the record, I also took into consideration a long history of excellent service provided by TD Ameritrade on Institutional business. TD Ameritrade Trust Co, has continued that legacy of outstanding service. They have embraced the Independent Registered Investment Advisors, open architecture and transparency and they’ve continued to develop new solutions for advisors and our clients. It’s just not all about fees.
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Skip Schweiss exit from TD Ameritrade means the RIA custody business lost its most visible corporate-paid advocate -- for the moment
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December 20, 2023 at 1:52 AM
Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation
Behind every layoff a human story as pink slip to an 'unbelievable talent' epitomizes company's determination to cut $500 million in expenses.
November 3, 2023 at 3:49 AM
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
