• Doug Oosterhart, CFP®

Charles Schwab meets TD Ameritrade - What is a custodian?

With the news about two of the largest custodians, Charles Schwab and TD Ameritrade, becoming one - it's important to understand what a "custodian" is in the first place? Also, after the acquisition, what does it mean for investors? By: LifePoint Planning's founder, Doug Oosterhart



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