TDAI on Advisor Recruiting: Think Broader
For example, career changers, like disaffected teachers or social workers, can make great financial planners, TDAI's Kate Healy says.
TD Ameritrade Endows Director of Financial Planning for Texas A&M
Nathan Harness, currently an assistant professor of finance at TAMU, will step up to the position of TD Ameritrade Director of Financial Planning.
Recognizing Veterans at Schwab Impact
Acknowledgement of those who served, donations to the Foundation for Financial Planning, and a call for help from the industry for returning veterans.
TDAI’s Kate Healy: Shortages of Women, Next-Gen Advisors Intertwined
Solving one shortage could potentially help solve the other, she says.
TDAI’s New Ad Campaign Winks at Fiduciary
The message is aimed at RIAs who value “putting people first and doing what’s right for investors.”
TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril
Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.
Advisors Make a Positive Impact at Annual TDAI Conference
Too much wine and too many late nights gave way to helping hands at TD Ameritrade’s annual conference in San Diego.
Condoleezza Rice: Russia Really Just a Large Oil, Gas Syndicate
Former Secretary of State Condoleezza Rice received a warm welcome from a receptive audience at TD Ameritrade Institutional’s annual conference.
New Hire Roundup: Rogers, Wolf Move Up at Gemini
This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.
What Do Wealthy Women Want?
Ninety-five percent of UHNW women use advisors, wealth manager Eileen O'Connor said. As their numbers grow, it's worth an advisor's while to crack the code for working with them.