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.
TDAI Awards Next Gen Scholarships to Recruit Young Advisors
These are the first scholarships TDAI has awarded since it established an annual Next Generation Scholarship Program earlier this year.
9 Myths of Breakaway Brokers Becoming RIAs
TDAI's new report, "The Myths and Realities of Becoming an RIA: Know the Facts Before Making a Move," debunks common myths about going independent.
TD Ameritrade Unveils 3 Critical Advisor Initiatives as National Shindig Begins
The plans cover three critical areas of interest for advisors: the search for the next generation of advisors; advocacy in Washington for a fiduciary standard, and enhancing TDAI's technology offerings to provide more efficiency to RIAs.
TD Ameritrade Draws 441 Breakaway Brokers in FY2012
Issues driving breakaway brokers include “an ongoing crisis of confidence with Wall Street, in which clients are voting with their feet.”
TD’s Nally: HNW Investors Choosing RIAs Because of Fiduciary Standard
But TD Ameritrade custodial unit's president warns that a watered-down fiduciary standard will strip RIAs of a competitive edge.
TD Ameritrade Launches Customized Thinkpipes Options Platform for RIAs
Thinkpipes is an “advanced, highly customizable trading platform for advisors."
TD Ameritrade Adds Trading to Veo Mobile iPad App
TDAI advisors who use iPads can trade funds and equities via Veo, while advisors logging on through their smartphones can view real-time client account balances.
TD Ameritrade Institutional Names Dorsey Head of Sales
Peter Dorsey replaces now TDAI-PresidentTom Nally as managing director of institutional sales.
TD’s New RIA Chief Vows to Maintain ‘White Glove’ Service
Tom Nally, the successor to—and protégé of—Tom Bradley, says he will continue the “same passion and dedication” to the RIA model.