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. Weâ€™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 â€“ Custodians / Schwab & TD Ameritrade Merger
Duration: 30 minutes
Register: Click Here to register for this complimentary webinar.
If you miss the session, youâ€™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.