All Eyes on Schwab: 8 Things Experts Are Watching on TD Integration Weekend
By Jeff BermanWill the long-awaited final integration go smoothly? Advisors and others weigh in.
August 24, 2023
Last-Minute Steps for TD Advisors as Schwab Integration Closes InBig mergers are never without hiccups, so know who to call, says F2 Strategy CEO Doug Fritz.
August 24, 2023
Schwab, TD Ameritrade Hit With Class-Action Suit Over MOVEit HackSchwab and TD waited nine weeks before telling the 61,000 affected customers about the breach, the suit says.
August 21, 2023
Schwab to Lay Off Staff, Close Offices to Save $500M a YearThe news comes less than two weeks before its final integration efforts with TD Ameritrade are set to take place.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 17, 2023
Why Advisory Assets, Retail Clients Are Leaving SchwabIf Schwab loses 4% of revenue and 1% of client assets, the acquisition's a success, says Alois Pirker.
August 14, 2023
Schwab-TD Deal Unlikely to Unravel Due to Biden's Draft Merger Guideline"Unwinding mergers after the fact is exceedingly difficult," a Georgetown antitrust expert said.
August 14, 2023
Schwab Says TD Ameritrade Deal Leading to Retail, Advisory AttritionThe firm has stepped back from some custodial relationships with institutional clients, CFO Peter Crawford said Monday.