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By Danielle Andrus, AdvisorOne |
May 30, 2012
“RIAs need to market their fiduciary standard of care every chance they can,” said Tom Nally, president of TDAI.
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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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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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By Joyce Hanson, AdvisorOne |
May 7, 2012
NAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.
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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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By Editorial Staff |
April 24, 2012
Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.
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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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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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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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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.