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Schwab: The Takeover (Ep 20)

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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Show Notes:

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.