Articles tagged "Jay Tini"

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Mark Meredith: Going from Veo One to Schwab Advisor Center is like going back in time 10 years.

Some TD Ameritrade RIAs are voicing misgivings -- faint compared to the loud attaboys -- about life at Schwab post-conversion, mostly centered on losing Veo system; an advisor says 'it's like 'going back in time 10 years'

The TDA conversion itself 'overdelivered' for 'seamlessness and communication,' but severed relationship with beloved Veo system left some RIAs with postpartum feelings about Veo that could increase as the dust settles, insiders say

September 18, 2023 at 10:46 PM

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Articles tagged "Jay Tini"

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September 18, 2023 at 10:46 PM

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Articles tagged "Jay Tini"

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September 18, 2023 at 10:46 PM

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