Walt Bettinger sugarcoats nothing to TD Ameritrade RIAs about re-papering or technology and he calls ‘modest’ the importance of RIA revenues to Schwab
Louis Diamond Quoted – By Lisa Shidler, RIABiz – Walter Bettinger is making almost no promises to TD Ameritade RIAs about their new life as Charles Schwab & Co. clients — and, in fact, warned today that the impact on revenues may be a “modest” concern relative to direct-to-consumer retail.
