TD Ameritrade

A lawyer for an 80-year-old claimant whose retirement accounts were drained says he's trying to force firms to do more to prevent scams.

Ameritrade, Schwab topple Vanguard, T. Rowe Price in J.D. Power's 2024 investor satisfaction survey; rankings had a shake-up as DIY investors demand more personalized service.

The founder of Stevens Capital Partners has a career path from TD Ameritrade to his own RIA with key practice management and growth lessons for advisors.

In the largest-ever conversion, issues are bound to come up. With some dust settled, what's the outlook for the giant custodian's dominance?

The banking and brokerage firm's income also suffered from clients moving money into high-interest-paying money markets.

The study, conducted between January and March 2021, contains self-reported data from firms that custody their assets with Schwab Advisor Services or TD Ameritrade.

Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.

The firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.

Advisors will face a drastically changed industry landscape and Schwab, already an industry leader, will play an even more outsized role in the marketplace.

From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say.

New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.

The acquisition established a $6 trillion-giant operating as a mutual fund company, RIA custodian, bank, retail brokerage and national wealth management firm.

Among those leaving is Tom Nally, president of TD Ameritrade’s RIA division. He’d been with the company for 26 years.

The custodian had been a key player in the growth of the independent channel.

Charles Schwab is in early stages of its plans for the future of TD Ameritrade’s advisor division.

The newly combined firm is expected to transform the independent marketplace in terms of technology, talent and RIA choice.

The combined company would become a $2 trillion RIA custodian.

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year.

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.