As we approach the merger between TD Ameritrade and Charles Schwab, we’ve spoken with several clients that have asked why we’re changing companies. Please know that your TVFP team and company are not changing. As independent advisors, we choose which …

Charles Schwab Transition Update As you may be aware, in 2019, The Charles Schwab Corporation acquired TD Ameritrade and its related businesses. Since then, they have been working diligently behind the scenes to facilitate the seamless transition of TD Ameritrade …