A new toolkit TD Ameritrade is offering advisors includes tools that promote the benefits of working with a fiduciary, the company announced Tuesday.
Advisors can personalize presentations and advertisements that educate investors on the differences between brokers and RIAs. The toolkit also includes guidebooks, white papers and third-party online resources to help RIAs differentiate their services from brokers’.
“RIAs need to market their fiduciary standard of care every chance they can,” Tom Nally (left), president of TD Ameritrade Institutional, said in a statement. “Investors increasingly seek objective advice from an advisor who sits on the same side of the table and is required by law to put the clients’ interests’ first. RIAs’ independent, fee-based and fiduciary approach to wealth management is a key consideration when investors are choosing an advisor.”