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Schwab's Project C now has two tiers and three new names

The company's grand technology plan will include a modular plan and a turnkey package

Author Brooke Southall June 29, 2010 at 10:00 PM
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Neesha Hathi is prepared to have Schwab accommodate most technology vendors but to marry far fewer

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Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

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July 23, 2020 at 1:42 AM

Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally's future seems clouded at 'Schwabitrade'

Former TD Ameritrade RIA chief and retail chief Tom Bradley will assist Bernie Clark in instilling trust and applying 'modern' service to the under$100-million crowd during an age of anxiety at both firms

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Mentioned in this article:

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina




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