Latest articles by Brianna Gutierrez, Investment Adviser Representative
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What to Do When Your Brokerage Merges
Brokerage mergers, such as the acquisition of TD Ameritrade by Charles Schwab, raise plenty of questions among customers. Here’s what you need to know about such transitions.
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Differences in Trade Execution Pricing Add Up, Even When It’s Just Pennies
Investors who ask their adviser to shop around for more efficient pricing on trades could end up with a lot more money in their retirement accounts at the end of the day.
