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After the Schwab-TD merger, rival firms are re-thinking the settlement process, testing new pricing models, and improving advisor efficiency and service. Is David sprinting past Goliath?
April 1
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It’s yet another revenue stream that may face pressure after the custodian spawned a race to zero commissions more than a year ago.
March 31
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The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.
March 25
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Major hurdles stand in the way of wide adoption: regulation, security and cost.
March 17
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The firm hired more than 10,000 employees, boosting total staff to 47,000 associates.
March 5
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Robinhood Markets has snared most of the attention for attracting an army of day traders during the pandemic. But far bigger profits are flowing to the family behind Fidelity Investments in Boston.
March 5
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After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president.
March 4
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The Depository Trust & Clearing Corporation is offering a blueprint for speeding up the settlement process.
February 24
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Pete Dorsey is the latest member of TD Ameritrade’s leadership team to part ways with the company after it was acquired by Charles Schwab.
February 23
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Prior to the deal, the company had been making deeper forays into traditional wealth management custody.
February 23
