By Jeff Goodnow on November 26, 2019
In our twentieth episode we discuss Schwab's takeover of TD Ameritrade, it's impact on the industry, and what it means for Advisors:
- How The Race to Zero made this possible
- Technology and innovation
- What "scale" means for staff and support
- How this may play out for small Advisors
We hope you enjoy and follow us on this journey!
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