Tom Nally

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  Advisors, Start Preparing Now for the Post-Boomer World

  By Ellen Uzelac  |  May 28, 2013

  After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.

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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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  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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  Tech Integration Directly Related to Client Face Time: TDAI’s Valleley

  By John Sullivan, AdvisorOne  |  January 31, 2013

  Here’s a statistic that should get every advisor’s attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%

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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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  Principles vs. Rules: The Fiduciary Debate in a Nutshell

  By James J. Green, AdvisorOne  |  October 25, 2012

  At TD Ameritrade conference, CFA's Roper, IAA's Tittsworth and SIFMA's Carroll agree, disagree and look ahead at fiduciary standard, SRO for RIAs.

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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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  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.