Over Labor Day weekend, Schwab Advisor Services will transition more than 7,000 independent advisory firms representing nearly 4 million client accounts from TD Ameritrade to the Schwab platform.

Labor Day weekend this year marked more than the unofficial end of the summer. It also marked the end of TD Ameritrade’s custodial platform for independent financial advisors. Over the weekend, 3.6 ...

One of the latest wrinkles in the Charles Schwab custody transition from TD Ameritrade’s system involves RMDs, and a lack of records for any that were taken this year before Sept. 5, advisors have ...

Industry’s leading model portfolio marketplace empowers RIAs to personalize and manage portfolios at scale WESTLAKE, Texas--(BUSINESS WIRE)-- Schwab Advisor ServicesTM (“Schwab”) announced today that ...