Bob Veres Inside Information: Jan. 2020
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Bob Veres Inside Information: Jan. 2020

2 years ago · 1.5 MB Download

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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

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