TD Ameritrade Enhances Thinkorswim: Tech Roundup
By Jeff BermanAlso, Envestnet | Yodlee says it has significantly grown its open banking initiatives globally.
October 19, 2021
Schwab CEO: Personalized Investing 'Coming at Us Like a Freight Train'During the opening session of Schwab Impact, Walt Bettinger also pointed to the huge opportunity for growth in the RIA sector.
August 24, 2021
Skip Schweiss Lands a CEO GigThe FPA president and ex-TD Ameritrade exec is leading the Sierra Group of Companies as it grows in the advisor space.
June 23, 2021
Schwab to Launch Digital Account Onboarding for Advisors in JulyThe enhancement is part of a "second major wave" of digital capabilities and Schwab is already working on a "third phase" of its plan, it says.
January 28, 2021
Schwab, TD Ameritrade Put Brakes on Some GameStop TradingMeanwhile, Wells Fargo has stopped its advisors from making recommendations to clients to buy GameStop or AMC.
October 12, 2020
Departing TD Ameritrade Execs Glide Out on Golden ParachutesTD Ameritrade Institutional President Tom Nally is to receive $8.9 million, according to a proxy filing with the SEC.
October 06, 2020
Schwab: $22B TD Ameritrade Deal Is DoneThe firm reiterates that it will keep RIA tools like iRebal and will officially move its headquarters to Texas on Jan. 1.
September 30, 2020
Schwab-TD Ameritrade Deal to Close Oct. 6The full integration of the two firms, though, is expected to take at least 18 months.