Oisin Breen

TD has all the answers but they are so short on service.  If left to their own efforts they will surely fail.  Had they not acquired Scott Trade they would be well on their way by now.   I am a small investor but I know people and this company is bad-news.  Schwab got here by staying with the basics don't get loss by simply having a bigger balance sheet made up of corporate-fluff.

I’m a Td client and since this COVID 19 out break their local office has been closed numerous times “because of keeping clients safe “  the first time I had a uncashed check sitting about 2 weeks before it posted to my account.I sucked it up then it happened again I said no more moved account over to Charles S which has someone in office all the time covid or not.Td mobile checking is fine but it’s not fail proof.The one thing that is is good ole check cashing but if they can’t keep office open well.......

Schwab's merger with TD Ameritrade was sterling until the Covid-19 pandemic and financial collapse took some of the shine off the deal

TD Ameritrade

Morgan Stanley

E*Trade

The Wagner Law Group

Charles Schwab & Co.

Tim Welsh

Asset custodians are the central players in the RIA business and choosing one is the biggest decision most financial advisors will make to build their business. As the place where RIAs park their assets (the same way a captive broker would park assets at Merrill Lynch or UBS), custodians serve hundreds or thousands of these registered investment advisors and make big investments in technology and service on their clients' behalf.

This section features a series of articles under the “Asset Custody Project” label that cover these companies in a way that keeps advisors abreast of their progress – both with journalistic commentary and a common set of data so that advisors can easily compare them. The articles look at the strengths, weaknesses and niche capabilities of these companies.

&mdash; Brooke Southall

Here are links to the profiles of custodians:

 <li><a href="http://www.riabiz.com/a/11942001/">Equity Advisor Solutions</a></li>
 <li><a href="http://www.riabiz.com/a/4977738934910976/with-robo-advisors-on-the-rise-robo-custodian-apex-is-rising-them-a-diamond-mined-from-the-rubble-of-the-penson-worldwide-debacle">Apex Clearing</a></li>
 <li><a href="http://www.riabiz.com/a/11320001">Raymond James</a></li>
 <li><a href="http://www.riabiz.com/a/10207085">State Street</a></li>
 <li><a href="http://www.riabiz.com/a/1812010">Ceros Financial</a></li>
 <li><a href="http://www.riabiz.com/a/9033656">Fidelity</a></li>
 <li><a href="http://www.riabiz.com/a/7435709">Pershing</a></li>
 <li><a href="http://www.riabiz.com/a/1212007">Royal Bank of Canada</a></li>
 <li><a href="http://www.riabiz.com/a/133138">Scottrade</a></li>
 <li><a href="http://www.riabiz.com/a/8101589">Schwab</a></li>
 <li><a href="http://www.riabiz.com/a/8788433">TD Ameritrade</a></li>
 <li><a href="http://www.riabiz.com/a/124061">Trade-PMR</a></li>
 <li><a href="http://www.riabiz.com/a/1161005">Trust Company of America</a></li>
 <li><a href="http://www.riabiz.com/a/1490002">BNY Mellon</a></li>
 <li><a href="http://www.riabiz.com/a/5385142">Folio Institutional</a></li>
 <li><a href="http://www.riabiz.com/a/108011">Shareholders Service Group</a></li>
 <li><a href="http://www.riabiz.com/a/5933001">National Advisors Trust</a></li>
 <li><a href="http://www.riabiz.com/a/22600260/how-us-bank-appeared-on-the-scene-as-an-ria-custodian-and-where-it-might-find-love">US Bank</a></li>
</ul>

If you want a more chronological look at news about the custodians, just scroll down.

RIA Custodians

Charles Schwab & Co.'s decision to buy TD Ameritrade Holding Corp. in Nov. 2019 looked like a lock, but 'Schwabitrade' has been rocked by wholesale branch closings, plummeting share prices and emergency rate cuts to near zero.

Schwab's merger with TD Ameritrade was sterling until the Covid-19 pandemic and financial collapse took some of the shine off the deal

J. Bruce Thorne

Monty Saylor

Related Moves

December 20, 2023 at 1:52 AM

January 6, 2022 at 10:33 PM

December 27, 2021 at 9:58 PM

October 27, 2020 at 1:20 AM

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Schwab's merger with TD Ameritrade was sterling until the Covid-19 pandemic and financial collapse took some of the shine off the deal

J. Bruce Thorne

Monty Saylor

Related Moves

December 20, 2023 at 1:52 AM

January 6, 2022 at 10:33 PM

December 27, 2021 at 9:58 PM

October 27, 2020 at 1:20 AM

RIABiz Directory

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.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

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