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.