Over Labor Day weekend, Schwab Advisor Services will transition more than 7,000 independent advisory firms representing nearly 4 million client accounts from TD Ameritrade to the Schwab platform.
Both Charles Schwab and TD Ameritrade are hiring service staff “aggressively” for their units that custody client assets on behalf of independent financial advice firms, according to executives at the ...
Advisor Sheila Padden never had a complaint with Charles Schwab, her custodian of five years. That is, until last year. Processing Content Padden doesn’t have her own client service team and relies on ...
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