Bob Veres Inside Information: Jan. 2020
Professional Insights
AICPA logo
AICPA logo
  • Home
Abstract yellow image
Professional Insights

Bob Veres Inside Information: Jan. 2020

Jan 07, 2020 · 1.5 MB Download





Bob Veres covers the announced merger between Schwab and TD Ameritrade. In the Jan. 2020 issue, you will find the implications of this merger along with the following articles:

  • First Thoughts on The Acquisition: The two largest institutional custodians are joining forces. What does that mean for the profession?

  • What are the options for advisors looking elsewhere?

  • The Profession: What do we really know about the culture of TDAI advisors' next custodial firm?

  • Practice Management: Introducing an automated onboarding system.

Download the Inside Information – January 2020

File name: insideinfo-jan2020.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content