Custodians Moving Toward Transition Financing, But For Now Schwab Leads The Way Hot

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Schwab says it will finalize its program in the first quarter, at which time they'll give advisors a way to make generational succession plans happen.

 

Despite critics, it turns out that TD Ameritrade is also working on a financing option and it is also aiming at the first quarter to make it go live.

 

Fidelity and Pershing already do it on a case-by-case basis.

 

But in formal terms and in the eyes of the industry, Schwab is still the nominal leader here. Let's see what the next few months bring.

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