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Schwab's high-wire, low-glitch TD Ameritrade RIA custody transition commenced with an improbable hire -- Tom Bradley Jr. -- sources say the two are not coincidental

Schwab Advisor Services was able to 'herd the cats,' who chose TD Ameritrade, often to avoid Schwab; it's used judicious planning, patience, tech savvy but also good communications and an inimitable Tom Bradley-brand of RIA politics.

Author Lisa Shidler September 6, 2023 at 12:28 AM
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Tom Bradley: “It wasn’t easy, but the cats were successfully herded.
Brooke Southall and Keith Girard contributed to the editing of this article.

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally




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