As I recently shared with clients in an email on the topic, I am not thrilled with the prospect of a Charles Schwab / TD Ameritrade merger. We will be sticking with them through the transition, I suppose, in part because changing custodians is a major headache, but I will certainly be looking for alternatives if service for small RIAs like us, and our clients, starts to suffer. I commented recently for Financial Advisor magazine: https://www.fa-mag.com/news/advisor-reactions-to-schwab-td-deal-mixed-53161.html?section=3&page=2 - they somewhat misquoted me...I did say I would have to keep my options open and would seek alternatives if necessary.
Schwab and TD Ameritrade Merger
