TD Ameritrade

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  Goldman Sachs to Offer Structured Products to RIAs on CAIS-X

  By Joyce Hanson, AdvisorOne  |  February 28, 2013

  CAIS co-founder and president Rafay Farooqui, who started his career at Goldman, says structured products are a natural extension of CAIS' current offerings.

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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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  High Flyin’: Revisiting the Hybrid Model With HighTower

  By Bob Clark, AdvisorOne  |  February 25, 2013

  A few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.

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  Your Client’s Brain

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

  You’re an advisor, so you like numbers. Here are some: 753, 3,000 and 900. Those are the numbers of registrants for three recent advisor-centric gatherings staged by FSI, TD Ameritrade Institutional and IMCA.

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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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  No-Bull Bull Market

  By John Sullivan, AdvisorOne  |  February 25, 2013

  Sunny San Diego played host to this year’s TD Ameritrade annual conference, and the mood matched the weather.

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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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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  Concidence? Big ETF News Accompanies Big ETF Conference

  By James J. Green, AdvisorOne  |  February 13, 2013

  The week has brought launches of ETPs on the Singapore dollar, BDCs and infrastructure, along with Schwab’s commission-free platform.

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  TD’s Schweiss Keeps Tabs on Hot-Button Regulatory Issues

  By John Sullivan, AdvisorOne  |  February 7, 2013

  Far from “dying on the vine,” the SEC fiduciary issue will remain in play, TD's Skip Schweiss says.