Jim Dario

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  The 2013 Broker-Dealer Reference Guide

  By John Sullivan, Liana Roberts  |  May 28, 2013

  Raging bulls, skyrocketing energy production, baby boomer retirement—for such a seemingly volatile industry, in the past year, surprisingly little has changed.

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  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

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  8 Practice Areas Where Advisors Can Save Big With Tech

  By John Sullivan, AdvisorOne  |  May 9, 2013

  Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.

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  RIAs Overwhelmingly Optimistic for 2013 Growth

  By John Sullivan, AdvisorOne  |  March 11, 2013

  Forget the Dow. The greatest measure of growth might come from advisors themselves.

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  TD’s Nally: Thinking More About the Future of RIAs Than Their Past

  By Bob Clark, AdvisorOne  |  February 27, 2013

  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.

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  Continuity and Change: TD Ameritrade’s New Leadership

  By James J. Green, AdvisorOne  |  February 25, 2013

  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.

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  Top 5 Retirement Issues; Getting Better Decisions Out of Clients: March Investment Advisor—Slideshow

  By Editorial Staff  |  February 22, 2013

  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.

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  TD Ameritrade Unveils 3 Critical Advisor Initiatives as National Shindig Begins

  By James J. Green, AdvisorOne  |  January 31, 2013

  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.

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  New Hire Roundup: TD Ameritrade Institutional Adds Dario

  By Marlene Y. Satter, AdvisorOne  |  September 5, 2012

  Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.

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  TDAI Names Dario Managing Director of Product Management

  By John Sullivan, AdvisorOne  |  September 4, 2012

  In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.