November 25 2019
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Featured News
New big kid on the block
Goldman Sachs is pushing into services and markets it once thumbed its nose at. Should advisers be concerned?
Don’t let brokers violate client trust
A broker with a personal stake in a client's finances is one big red flag.
Charles Schwab to buy TD Ameritrade for $26 billion, reports say
Deal would create a company with roughly $5 trillion in combined assets.
What a Schwab-TD combo could mean for advisers and the custody business
The pros and cons of one firm potentially owning more than half the industry's custody business.
There’s a ‘turf war’ coming in financial advice
Financial advisers may find it harder to compete as large firms encroach more on mass-affluent customers, says Fidelity's Michael Durbin.
DOJ likely to take a close look at Schwab acquisition of TD Ameritrade
Antitrust concerns could arise over custody concentration, zero-commission trend.
