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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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Speakers

Paul Madrid, CFA®, CFP®, AIFA®
Principal @REDW Wealth
Paul has been committed to providing adept, attentive service to his clients since joining REDW Wealth in 2008. His experience ranges from working with individual clients to large institutions. Paul acts as an investment consultant with nonprofits and with Native American tribes by providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities. In addition, Paul’s activities include research, investment analysis, portfolio management, providing client service and conducting seminars. As a Principal and former Chief Investment Officer, Paul is a voting member of the REDW Wealth Investment Committee and helps lead the investment process.