Fidelity's $100M Floor Exposes a Hard Truth for RIAs: Consultant
By Dinah Wisenberg Brin"Your custodian is not your friend," consultant Timothy Welsh wrote after Fidelity announced its new AUM threshold.
November 13, 2025
Longtime Schwab, TD Ameritrade Exec to RetireChief Client Officer Tom Bradley, leaving Schwab at year-end, led the TD Ameritrade integration.
July 21, 2025
Schwab Expands Overnight TradingSchwab added popular ETFs to its overnight lineup, available through thinkorswim.
July 16, 2025
Schwab Clients Say Antitrust Settlement Over TD Ameritrade Deal Is UnfairThe attorney's fees seem "grossly disproportionate" to "negligible" benefit for customers, one Schwab client wrote.
July 11, 2025
Angry Customers Report Glitches on Schwab's Thinkorswim Platform After Market OpensThe trading platform experienced technical troubles and login issues Friday morning.
April 18, 2025
Schwab-TD Ameritrade Antitrust Case Settled, Notification Process UnderwayOver 25.5 million customers were to receive settlement notifications, a court document indicates.
February 10, 2025
Thinkorswim Clients Report Tech ProblemsCustomers complained on social media that the platform was down or lagging early Monday.
October 10, 2024
TD Fined $3.1B, Hit With Asset Cap Over Money LaunderingThe news follow Toronto-Dominion Bank's guilty plea over its failure to prevent money laundering by drug cartels and other criminals.







