Despite issues with Schwab, RIAs from TD stay put
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Some advisors don’t like the number of master accounts at Schwab, the phone support or the technology. They’re exploring other custodians but don’t want to repaper.
Charles Schwab’s much-anticipated transition in September for independent advisors from TD Ameritrade’s custodial system reportedly went off without a hitch — but not everyone is happy with the change.
It’s been two months since the big move to Schwab Advisor Services — invo
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