Why a Smooth Schwab-TD Ameritrade Integration Will Be Make or Break for RIA Client Retention

by NEIRG NEWS | Dec 2, 2019

The success of the Schwab – TD Ameritrade deal will likely lie in how well their integration process is executed, according to industry stakeholders. Principal Brian Pirri spoke with Financial Advisor IQ about the firm’s custodial relationships and the challenges of the integration process.

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