A New Hope
In the individual video interviews I conducted with the leaders of the 2014 Broker-Dealers of the Year, I asked what advice they’d give to a college student considering a career in the financial advice field.
Tom Nally, Not Just Cheering but Leading: The 2014 IA 25 Profile
When Nally first appeared on the IA 25 list in 2012, the first part of his profile were as much about his predecessor, Tom Bradley. Two years later, it’s all Nally.
The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
RIAs Ready to Rock in 2014
RIAs are looking to grow as their economic confidence hits a 5-year high, according to TD Ameritrade.
TDAI’s Kate Healy: Shortages of Women, Next-Gen Advisors Intertwined
Solving one shortage could potentially help solve the other, she says.
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.
TD Ameritrade Tops Q2 Earnings Estimates on Strong Revenue
The broker-dealer is also adding a tool for advisors to improve their access to technology on its institutional platform.
Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
Top Advisors Sound Off on Tech: NAPFA Conference
"How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.