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Kiplinger
Kiplinger
Business
Brianna Gutierrez, Investment Adviser Representative

What to Do When Your Brokerage Merges

TD Ameritrade Charles Schwab Schwab United States
Two businessmen shake hands against backdrop of blurred office buildings.

When Charles Schwab first announced its acquisition of TD Ameritrade, it generated a flurry of calls from clients concerned about how the change would affect them. Now that the transition is just around the corner, those questions take on more urgency, but the anxiousness has largely dissipated.

Being Rich vs. Being Wealthy: What’s the Difference?

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