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'Schwabitrade' RIA assets leap $107 billion in NNA to $3.75 trillion in first half of 2023, and just 20% of TD Ameritrade RIAs have yet to 'credentialize'

The RIA assets of TD Ameritrade Institutional and Schwab Advisor Services grew an incredible $514 billion for the 12 months ended June 30, but the real conversion looms on Labor Day.

Author Lisa Shidler and Brooke Southall July 22, 2023 at 1:38 AM
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Louis Diamond: This clearly proves out the breakaway movement is alive and well.
Keith Girard contributed to the editing of this article.

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May 20, 2021 at 3:22 AM

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Fidelity lands RIA whisperer from Schwab in a coup, apparently using quality-of-life perks as lure

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February 10, 2023 at 3:39 AM

RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors

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Top Executive: Mindy Diamond



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