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TD Ameritrade takes on Schwab with big consulting push

Smaller custodian will seek to democratize consulting advice on behalf of smaller advisors

Author Brooke Southall December 21, 2009 at 4:14 AM
Admin:
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Tom Bradley: The success of this program is the result of a powerful structure of goal-setting, follow-up and follow-through.

Dan Edwards

Dan Edwards

December 21, 2009 — 7:25 PM

Tell me more. I usually direct my rollover clients to your platform for my advisery services.

Await your reply and more about the new service…

Tx

Dan Edwards
Prism Fund Solutions, Inc.
Registered Investment Adviser (RIA)
Accredited Investment Fiduciary ® (AIF)
Professional Plan ConsultantTM (PPC)
Paladin Registry 5 Star Advisor
www.paladinregistry.com/index.php
1679 Watermark Circle, N.E.
St. Petersburg, Florida 33702
daned@tampabay.rr.com
dan@prismfundsolutions.com
727-580-6006 cell

Elmer Rich III

Elmer Rich III

February 16, 2013 — 2:37 AM

Is it just me or is anyone else a bit skeptical of custodians morphing into consultants, M&A advisors, tech enablers, etc? Where is the knowledge base, intellectual property, practice experience and seasoned leadership going to come from for all this?

It seems like there is plenty of profitable growth in the plain old custodian business.


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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh



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