For 3 Financial Planning Students, Here’s What the Industry Looks Like
Three TDAI scholarship winners discuss why they want to be planners and their potential impact on a graying industry.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
At TD Ameritrade Gathering, Technology, Trusts, Diversity—and Blue Jeans
TD Ameritrade Institutional's annual advisor gathering featured well-received addresses by people like Leon Panetta and Magic Johnson and a last-night party headlined by the Steve Miller Band.
Top 15 States With Most RIAs
The number of RIA firms increased to 31,975, according to SIFMA’s 2014 Factbook, despite an active merger year.
TD Ameritrade Launches 4 Initiatives at National Conference
TDAI chief Tom Nally also vows company will remain “focused and vigilant” on advocating for the fiduciary standard.
TD Ameritrade CEO Tomczyk: ‘Not Obvious We’ve Hit Bottom’ on Oil Prices
As for where to invest, Fred Tomczyk thinks U.S. equities are still the way to go.
RIAs Rarin’ to Compete in 2015: TDAI Survey
“The steady movement of assets into the independent wealth management channel shows no signs of slowing,” TDAI's Nally said ahead of the firm's national conference.
Add Millennial Clients Before They Get Wealthy
“Advisors can’t wait until this next generation is wealthy before they start rolling out the red carpet,” TDAI's Tom Nally said.
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.
Robo-Advice ‘Not a Zero-Sum Game’ as Schwab Stomps Into Arena
Pershing conference speakers take a "wait-and-see approach" to Schwab’s new automated service; robo-advisors seen as threat to full-service brokers.