George Tamer

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  RIAs, Anticipating Growth, Plan to Add Staff This Year

  By Michael S. Fischer  |  June 26, 2012

  With their client rosters and assets growing, independent RIAs are staffing up, and many are adding women to their employee ranks, according to a survey released Tuesday by TD Ameritrade Institutional.

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  TD Ameritrade Taps Morgan Stanley Exec for Training Post

  By Janet Levaux, AdvisorOne  |  April 23, 2012

  Former-Merrill Lynch advisor Christine Gaze will be a director of practice management for affiliated RIAs.

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  More RIAs Developing Succession Plans: TD Ameritrade Survey

  By Melanie Waddell, AdvisorOne  |  November 14, 2011

  More advisors are developing a formal succession plan, with most saying they will name an internal successor, according to a survey released Monday by TD Ameritrade Institutional.

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  Advisors Still Taking Assets From Wirehouses: TD Ameritrade RIA Survey

  By James J. Green, AdvisorOne  |  May 19, 2011

  Advisor sentiment survey finds optimism on RIA growth, markets and economy, but concerns over regulation and compliance.

• At FPA Denver, Defining Advisor Value and Rebuilding Trust

  By John Sullivan, AdvisorOne  |  October 10, 2010

  An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.

• Getting to Know You

  By Ellen Uzelac  |  July 1, 2010

  During the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...