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Schwab chooses some giant software partners, apparently with big RIAs in mind

Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration

Thursday, October 28, 2010 – 4:52 AM by Brooke Southall and Elizabeth MacBride and Elizabeth MacBride
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Neesha Hathi: We know there are going to be disappointed clients and vendors.

Related Moves

Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women

Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships

February 6, 2021 – 2:39 AM

Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally's future seems clouded at 'Schwabitrade'

Former TD Ameritrade RIA chief and retail chief Tom Bradley will assist Bernie Clark in instilling trust and applying 'modern' service to the under$100-million crowd during an age of anxiety at both firms

December 10, 2019 – 2:05 AM


Mentioned in this article:

Junxure
CRM Software
Top Executive: Greg Friedman

SalesForce
CRM Software
Top Executive: Marc Benioff

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein




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