Articles tagged "Steve Sanders"
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After big Memorial Day systems merger, Charles Schwab & Co. gets an earful from TD Ameritrade investors -- and one RIA son-in-law -- over snafus, mobile app letdown and agonizing call center experiences
Vocal Twitter-using TDA investors don't hold back their dismay about how much got allegedly lost in translation for data and access
May 31, 2023 at 2:26 AM
Small RIA custodian launches dream crypto trading and custody-- cheap, broad and on one screen-- but will supply drive profitable demand?
Interactive Brokers lets RIAs -- even Schwab and Fidelity RIAs skimming the service -- do one screen for conventional securities and Bitcoin, Ethereum, Litecoin and Bitcoin Cash.
October 19, 2021 at 5:55 PM
Interactive Brokers, the Mouse that roared, fires shot across the bows of Schwab, Fidelity, TD and Pershing over RIA custody: 'The market will catch up to our vision'
The $34.2-billion Greenwich, Conn.-based RIA custodian is allowing advisor firms with multi-custody to use its software for all assets, going way low on price and way high on technology, saying the Big Four aren't as mindful of RIAs battling fee compression
