During this short 30 minute webinar, financial advisors from REDW Wealth will be discussing what a custodian does for clients and what role they play in an independent advisor’s relationship. We’ll also discuss what impacts the recently closed Schwab and TD Ameritrade merger will have to clients that entrust their assets to one of these custodians.
When: Thursday, November 5 at 11:30 am MT
What: Complimentary Webinar – Custodians / Schwab & TD Ameritrade Merger
Duration: 30 minutes
Register: Click Here to register for this complimentary webinar.
If you miss the session, you’ll receive an on demand recording of the webinar to watch later, at your convenience.
After registering, you will receive a confirmation with additional webinar information.
