RMD data, Schwab communications roil indie advisors post-TD
Advisors who custodied at TD Ameritrade are adjusting to life under Schwab.
One of the latest wrinkles in the Charles Schwab custody transition from TD Ameritrade’s system involves RMDs, and a lack of records for any that were taken this year before Sept. 5, advisors have told InvestmentNews.
That has left advisors who were part of the move double-checking to ensure th
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