How TD Ameritrade's patient, patient bet on RIAs is finally paying off
CEO Fred Tomczyk is talking advisor software like he might have previously discussed trade volume as RIA assets, and prospects, soar
Mike Byrnes
Congrats to TD Ameritrade. Their hard work is paying off! — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com
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Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally's future seems clouded at 'Schwabitrade'
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December 10, 2019 at 2:05 AM
TD Ameritrade's board suddenly pushes out Tim Hockey after his big misread of RIAs; Tom Bradley name-dropped as successor
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Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus
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May 10, 2024 at 1:29 AM
A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says
The former Schwab director wants former colleagues to know life exists after Schwab and good job opportunities are plentiful in the financial services sector.
December 20, 2023 at 1:52 AM
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Fidelity
Asset Custodian
Top Executive: Sanjiv Mirchandani
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
