$445M firm drops TD Ameritrade for Trust Company of America

FinancialPlanning, by Tobias Salinger

WASHINGTON — It was a LinkedIn message that led to a firm with $445 million in assets under management ditching giant custodian TD Ameritrade for Trust Company of America.

https://www.financial-planning.com/news/td-ameritrade-loses-firm-to-trust-company-of-america

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