Managers from Charles Schwab and TD Ameritrade said Tuesday the combining of the two companies is on track, addressed speculation about the merger’s disruption to their custody businesses, and ...

Charles Schwab Corp. has officially set the date for when financial advisers will transfer off the TD Ameritrade brokerage platform and onto Schwab Advisor Services. The transition will occur over ...

TD Ameritrade’s website and its Thinkorswim trading system were experiencing intermittent outages late Friday morning, company messages to numerous upset customers show. As of early afternoon, Charles ...

Ahead of Charles Schwab’s planned Labor Day conversion for TD Ameritrade clients, advisors who custody at one or both expressed a range of emotions ahead of the long-planned switch. The merger of the ...

Advisor Sheila Padden never had a complaint with Charles Schwab, her custodian of five years. That is, until last year. Processing Content Padden doesn’t have her own client service team and relies on ...

Both Charles Schwab and TD Ameritrade are hiring service staff “aggressively” for their units that custody client assets on behalf of independent financial advice firms, according to executives at the ...