TDAI

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  9 Myths of Breakaway Brokers Becoming RIAs

  By Joyce Hanson, AdvisorOne  |  May 20, 2013

  TDAI's new report, "The Myths and Realities of Becoming an RIA: Know the Facts Before Making a Move," debunks common myths about going independent.

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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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  TD Ameritrade Draws 441 Breakaway Brokers in FY2012

  By John Sullivan, AdvisorOne  |  November 5, 2012

  Issues driving breakaway brokers include “an ongoing crisis of confidence with Wall Street, in which clients are voting with their feet.”

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  TD’s Nally: HNW Investors Choosing RIAs Because of Fiduciary Standard

  By James J. Green, AdvisorOne  |  October 23, 2012

  But TD Ameritrade custodial unit's president warns that a watered-down fiduciary standard will strip RIAs of a competitive edge.

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  TD Ameritrade Launches Customized Thinkpipes Options Platform for RIAs

  By John Sullivan, AdvisorOne  |  April 26, 2012

  Thinkpipes is an “advanced, highly customizable trading platform for advisors."

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  TD Ameritrade Adds Trading to Veo Mobile iPad App

  By Joyce Hanson, AdvisorOne  |  April 5, 2012

  TDAI advisors who use iPads can trade funds and equities via Veo, while advisors logging on through their smartphones can view real-time client account balances.

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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.