Just want to tip my cap to
@CharlesSchwab
for pulling off the largest brokerage custodian merger of all time over the weekend.
An almost flawless transition 4 years in the making.
Worked with my ops and client service teams every step of the way. Over-delivered on…
Someday they’ll ask you what you did during the pandemic. Well, you guys stepped up and helped those less fortunate. It’s going to count. Thank you and I love you all.
Breaking: The Future Proof Festival to be held September 2024 just broke 1,000 registered attendees, 750 are financial advisors.
It's March 5th.
We haven't announced a single speaker yet.
It's like the sound of distant thunder.
Don't wait.
@AaronKlein
@Riskalyze
congratulations, you have done an amazing job for your customers and shareholders. Proud to have been along for the ride since 2012 🤗 you guys rock