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Tom Nally answers 10 questions that show one seminal shift: TD Ameritrade no longer seeks a few assets and extended probation

The RIA custodian built by taking token accounts from Schwab malcontents then scrambling for the rest is now leaving the peashooter at home

Author Guest Columnist Timothy Welsh October 26, 2012 at 3:49 PM
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Tom Nally: If we just have a small piece of their business, we won't show up on the radar of senior management and internal operations staff will just look at you with resistance as yet another form to fill out or process to re-engineer.



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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

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