retail operations

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  Billionaire Ross Looks at Spanish Banks

  By Marlene Y. Satter, AdvisorOne  |  October 23, 2012

  Billionaire Wilbur Ross is considering adding assets from troubled large Spanish banks to his firm’s other bank holdings, and has said that he is in talks “every week” with bank representatives.

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  TD Ameritrade’s Sales Chief Vows to Keep Pounding Fiduciary ‘Advocacy Drum’

  By James J. Green, AdvisorOne  |  April 6, 2012

  Peter Dorsey says he will work on continuing to attract breakaway brokers to TDAI custody platform; sees ongoing trend on ‘tuck-ins.’

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  TD Ameritrade Institutional Names Dorsey Head of Sales

  By James J. Green, AdvisorOne  |  March 30, 2012

  Peter Dorsey replaces now TDAI-PresidentTom Nally as managing director of institutional sales.

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  TD’s New RIA Chief Vows to Maintain ‘White Glove’ Service

  By James J. Green, AdvisorOne  |  February 7, 2012

  Tom Nally, the successor to—and protégé of—Tom Bradley, says he will continue the “same passion and dedication” to the RIA model.

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  An Executive MBA: The Ultimate New Year’s Resolution for Financial Advisors

  By Gil Weinreich, AdvisorOne  |  December 27, 2011

  With 2012 just days away, financial advisors looking for that new year’s resolution that just might stick should consider an Executive MBA program that may have more lasting results than most diets.