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.
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.
Junxure Expands CRM Offerings With Range of Consulting Services
Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.