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.
TD’s Nally: Thinking More About the Future of RIAs Than Their Past
Yes, Nally could have called the future "RIA 6.0" instead of "2.0," but he did nail where the advisory profession is now and the challenges it faces to get to the next level.
Continuity and Change: TD Ameritrade’s New Leadership
Tom Nally had a tough act to follow at TDAI, but a year after assuming the presidency, his leadership both embraces continuity and places his own stamp on the organization.
Top 5 Retirement Issues; Getting Better Decisions Out of Clients: March Investment Advisor—Slideshow
For our retirement issue, Investment Advisor talked to some of the biggest names in the retirement industry to get their take on the biggest issues in retirement planning.
Tech Integration Directly Related to Client Face Time: TDAI’s Valleley
Here’s a statistic that should get every advisor’s attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%
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.