TD Ameritrade Institutional has updated its new RIAConnect technology to expand the gender-identity options for Next Gen and other advisors looking for M&A and different business partnerships.
The platform, rolled out Monday, drew the attention of advisor Cait Howerton, who said on Twitter the next day: “Exciting to see #RIAConnect for #NexGen Advisors being offered by @TDA4advisors, but it was disappointing to see the only gender options made available within the intake were male + female. Gender isn’t binary, @TDA4advisors.”
Kate Healy, head of GenNext efforts for TD’s RIA business, responded in a tweet: “Thanks for picking up on that – we missed that for sure. We will work to update the gender fields.”
By Thursday, the change had been made. “Hi Cait, we want everyone to be included in the excitement for #RIAConnect, so we’ve utilized your tweets to make that happen. Thank you for bringing this to our attention!” the firm said on Twitter.
Hi Cait, we want everyone to be included in the excitement for #RIAConnect, so we’ve utilized your tweets to make that happen. Thank you for bringing this to our attention! #GenderDiversity ^NH pic.twitter.com/D16CxVlIgH
— TD Ameritrade Institutional (@TDA4advisors) June 18, 2020
One Move Down, More to Go
Howerton, who works mainly as a financial coach and is also active in Financial Planning Associations PridePlanners’ Knowledge Circle and the Center for Financial Planning’s Women’s Initiative (or WIN) Council, says she’s pleased with TD Ameritrade’s “fast turnaround.”