Who wins, loses after the massive BD merger crosses the finish line?

The $1.8 billion deal is expected to close in mid-2020.

“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.

After acquiring TD Ameritrade, Schwab’s custodial division would grow to about twice the size of its closest competitor.

Tom Bradley, known as an advocate for independent advisory firms, was hired to support advisors with under $100 million in assets.

Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.

In search of new sources of revenue now that it has slashed fees on stock trades, the brokerage giant could use the influx of deposits to grow its loan portfolio and add new banking services.

Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.

The fund gained 22% last month, beating more than 1,970 rivals.

The PE-backed wealth management holding company will grow to 2,500 advisors upon closure of its latest acquisition.