The announcement of the merger between Charles Schwab and TD Ameritrade in November 2019 kicked off a marathon of preparation for advisory firms to transition their clients on the TD Ameritrade custodial platform to Schwab. And with the final conversion of clients scheduled to take place over the upcoming Labor Day weekend of 2023, theRead More...

The post TD Ameritrade To Schwab Conversion Tips For Financial Advisors first appeared on Kitces.com.