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Amid 800-person hiring spree, TD Ameritrade interim CEO Steve-Boyle delivers sparkling results, underscores quick 100% work-at-home transition-- and calls Schwab merger efforts 'critical' and on-schedule

The Omaha, Neb. discount broker is luring net new assets as if the TD brand will be around forever, and no staff member will ever become redundant, even if its CEO's tenure will presumably self-expire

Author By Lisa Shidler
May 1, 2020 at 8:39 PM
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Interim TD Ameritrade CEO Steve Boyle isn't phoning it in [except literally] though his upside is presumed to be capped.

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Apex nabs Jon Patullo from 'Schwabitrade' to 'raise the bar' and make his new firm's RIA system as 'frictionless' as the old one

The loved and admired TD Ameritrade software chief will bring his playbook -- and possibly Schwab's -- to Apex, which continues to try putting a winning front-end on its old Penson backend, a source says

October 11, 2022 at 12:40 AM

Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock

The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'

January 6, 2022 at 10:33 PM

Oisín's snippets: Charles Schwab brand goes up on Omaha's TD Ameritrade stadium, home of college baseball world series • Interactive Brokers lands an RIA custody insider, Charlie Latimer, to climb the custodian ladder

The TDA brand lives on until the techies figure out how to make two systems into one, but change is in the air in Omaha, while Interactive Brokers gets a leg up in the custody business with a new hire.

December 27, 2021 at 9:58 PM

Goldman Sachs nabs TD Ameritrade's Darla Sipolt for RIA custody; Kate Healy, Jim Dario and Peter Dorsey are among 1,000 staffers cut by Schwab post TD merger

Included in the wholesale reduction of the Omaha, Neb.-based broker's redundant talent, about 40% of TD Ameritrade's marketing staff also got word today they have no future with their San Francisco-based owner

October 27, 2020 at 1:20 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally



May 6, 2020 — 6:04 PM
I have learned that you need to double check your work and make it is done correctly. Mistakes will kill you on your time. Chris Owner CEL Financial Services IRS Registered Tax Preparer Registered bonded California CTEC Tax Preparer https://incometaxprepfillmore.com
Linda Spears

Linda Spears

November 5, 2020 — 5:43 PM
From a customer's perspective this move has been a total disaster. Two wonderful branch managers "Bob" and "Jeremy" are gone ( they were former SCOTTRADE associates). In their place are call center associates that routinely and repeatedly hang up on clients. TD moved MY account to a BRANCH several hours away and refuse to honor a request to assign it to the closest branch. I like F2F with my branch, so they at least know who I am. Is it possible they discarded long term valuable competent associates and came up with a plan to hire these lower cost, call center "trainees" & scored executive bonuses? I would NOT be BRAGGING about what you accomplished. That is my feedback. They are moving to a call center model, with limited branches with financial advisors. They have zero intention of "serving" trading clients at the branch, no matter how many millions you have invested. Let your feet do the talking.

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