End of an Era
Manage episode 376478608 series 3392107
This week officially marked the end of an era. A new one was born. TD Ameritrade is no more. The Charles Schwab Corporation officially integrated the business it bought into a merged platform which created the largest discount broker dealer and custodian in our industry. It's been a 3-year process. The acquisition was announced in 2019. Both companies operated separately throughout. I've watched it closely. Seeing them come together triggers mixed emotions. My relationship with both Schwab and TD is long and deep.
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