Bruce and Jeff talk with Tom Bradley, managing director at Charles Schwab, about the Schwab-TD Ameritrade merger. They break down the multiyear process of the acquisition and get an update on its current status, as well as unpacking the challenges faced throughout the process.
Guest Bio:
As managing director for Schwab Advisor Services, Tom Bradley's role is to oversee the Core segment of Schwab’s advisor business, which provides custodial support services customized to independent Registered Investment Advisors with up to $300 million in assets under management.
Bruce is joined this week by new InvestmentNews managing editor Emile Hallez to discuss what happens now that the election is over and we know who the next president is going to be.
Bruce is joined once again by InvestmentNews managing editor James Burton to discuss the ongoing consolidation and potential for job cuts at one of the country’s largest broker-dealer networks.
Bruce mixes it up this week and brings in InvestmentNews managing editor James Burton to discuss the story that rocked the newsroom last week – the surprise termination of LPL CEO Dan Arnold.
Bruce sits down with Vance Barse, founder and wealth strategist at Your Dedicated Fiduciary, to discuss different fee models and the passionate “hourly fee bros.”
