Ep 5: Dude Where's My Money... Schwab-TD Ameritrade Merger Insights
Is your money invested with TD Ameritrade or Charles Schwab? Are you an advisor with assets at either firm? If so, what does the merger mean? In this episode, Scott and Ian dive into the good and the bad as it relates to Schwab's acquisition of TD Ameritrade. This mega-deal is of interest to both clients and advisors alike.
Off the cuff personal finance discussions with Ian and Scott. Tune in to learn about the potential benefits and tradeoffs of the merger between Charles Schwab and TD Ameritrade.