- 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