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What the Schwab/TD Merger ACTUALLY Means for Advisors


It seems like it was just yesterday when the news dropped about the Schwab/TD merger. 18 months in, consolidation is ramping up. The merger will bring together 15,000 advisors and the scale of the acquisition is allowing Schwab to spend at a 3x rate. Schwab’s roadmap in the digital space is getting accelerated, with a focus on digital onboarding capabilities. Andrew Salesky, Managing Director, Digital Advisor Solutions, explains why it’s their single largest area of investment.

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