嘉信理财(SCHW.US)CFO：预计在整合TD Ameritrade过程中将出现零售和咨询客户流失

智通财经2023-08-14

智通财经APP获悉，嘉信理财(SCHW.US)首席财务官Peter Crawford周一在一份声明中表示，由于预计将有部分TD Ameritrade零售和咨询客户在9月份转投嘉信理财之前流失，该经纪公司将出现“暂时的净流量下降”。这位首席财务官指出，客户流失符合或略好于公司在2019年11月宣布收购TD Ameritrade时的预期，并补充道，客户流失将在2024年上半年消退。据估计，此次客户流失...

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