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TD Ameritrade and Pershing are making moves to win RIA 401(k) assets

Little-known Matrix is strong with 401(k) business for advisors and Fidelity's new 401(k) RIA solution is well-received

Author Brooke Southall November 3, 2010 at 6:44 AM
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Skip Schweiss: We think it’s time to ramp it up.

Jessica Searcy Maldonado

Jessica Searcy Maldonado

November 10, 2010 — 4:15 AM

For the record, I also took into consideration a long history of excellent service provided by TD Ameritrade on Institutional business. TD Ameritrade Trust Co, has continued that legacy of outstanding service. They have embraced the Independent Registered Investment Advisors, open architecture and transparency and they’ve continued to develop new solutions for advisors and our clients. It’s just not all about fees.


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Charles Schwab Corp. discloses imminent, sweeping 'TD Ameritrade' layoffs, indirectly revealed in new SEC filing that reports it will expense severance mostly in 2023 to gain 'incremental' $500 million synergy in 2024 and beyond

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August 22, 2023 at 12:46 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally



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