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What is a custodian and what does the Schwab/TD Ameritrade merger mean to you?
During this short 30 minute webinar, we'll be discussing the merger that recently closed between Schwab and TD Ameritrade. We'll review what a custodian does for clients, what role they play in an independent advisor's relationship, and the impacts of the merger to those clients that have their assets with one of these custodians.

Nov 5, 2020 11:30 AM in Mountain Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Paul Madrid.