Schwab chooses some giant software partners, apparently with big RIAs in mind
Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration
Related Moves
Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women
Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships
February 6, 2021 at 2:39 AM
Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally's future seems clouded at 'Schwabitrade'
Former TD Ameritrade RIA chief and retail chief Tom Bradley will assist Bernie Clark in instilling trust and applying 'modern' service to the under$100-million crowd during an age of anxiety at both firms
December 10, 2019 at 2:05 AM
Junxure
CRM Software
Top Executive: Greg Friedman
SalesForce
CRM Software
Top Executive: Marc Benioff
Redtail Technology
CRM Software
Top Executive: Brian McLaughlin
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
