Tom Bradley

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  Tom Nally: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Having spent nearly 20 years serving registered investment advisors in TD Ameritrade’s RIA segment, Tom Nally is ready to face what may be his greatest challenge.

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  Worst-Case Scenario Is Diluted Fiduciary Standard: TD’s Nally

  By James J. Green, AdvisorOne  |  May 11, 2012

  At NAPFA National, the new head of TDAI made the case for RIAs, younger advisors and female clients, but fretted about Dodd-Frank implementation, and urged advisors to “focus on running a business.”

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

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  TD Ameritrade CEO Points to Soft Trading in 20% Profit Drop

  By Joyce Hanson, AdvisorOne  |  April 17, 2012

  President and Chief Executive Fred Tomczyk said earnings and revenue were “right on consensus,” though he did acknowledge that TD Ameritrade’s trades were down at a rate of 51,000 per day.

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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 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.

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  TD Ameritrade’s Bradley Shifts to Retail as Nally Takes Over RIA Unit

  By Janet Levaux, AdvisorOne  |  February 6, 2012

  Tom Bradley will take over the role of president of retail distribution from John Bunch as Tom Nally becomes head of TD Ameritrade Institutional.

• 6 New CFP Learning Objectives: TD Ameritrade Conference

  By John Sullivan, Advisorone  |  February 5, 2012

  In addition to two CE credits, attendees received guidance, case studies and a bit of humor from presenter Jeffrey Rattiner.