Wealth Management Daily Memo

OCTOBER 15, 2020

INDUSTRY

Morgan Stanley Adds 70 Advisors in Q3

Erick Bergquist

Unlike its wirehouse competitors, Morgan Stanley added to its headcount in the third quarter of the year, amidst the COVID-19 pandemic.

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TECHNOLOGY

Some TD Ameritrade Integrations To Be Cut From Schwab's Platform

Samuel Steinberger

Executives are still sorting out which third-party integrations will make the cut, and which will be dropped from the final advisor platform.

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Michael Kitces

One & Done Financial's Daniel Hannoush describes how his firm built its niche working with Chick-fil-A operators.

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