Clint, Keith, and Nate discuss the news of a merger between two of the biggest custodians in the United States, TD Ameritrade and Schwab.  After explaining how they’ll be monitoring the merger to ensure a consistent experience for their clients, they also cover how the merger will affect the industry at large and global customers.

Clint, Keith, and Nate discuss the news of a merger between two of the biggest custodians in the United States, TD Ameritrade and Schwab. After explaining how they’ll be monitoring the merger to ensure a consistent experience for their clients, they also cover how the merger will affect the industry at large and global customers.

Schwatmeritrade: The Merger

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life.

Disclosure: walknercondon.com/podcast

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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast

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Schwatmeritrade: The Merger

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