Mapping a momentous shift in adviser geography
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With technology allowing advisers to serve clients from almost anywhere, what’s stopping them from relocating their whole operation to greener pastures?
Buried in a conference call on the historic deal between Charles Schwab and TD Ameritrade last week was a seemingly innocuous question. Will Schwab also relocate TD’s operations to its new headquarters in Westlake, Texas?
While executives were characteristically tight-lipped, the potential upro
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