Welcome to the
TDA4advisors Blog

We are excited to share a collection of relevant, timely, and insightful articles that can help you grow and strengthen your business. TD Ameritrade and leading industry experts will be contributing their unique perspectives on the challenges and opportunities that RIAs are facing today. Thank you for joining our community and we look forward to connecting with you!

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: Busy year for an #RIANextGen rising star

When Trinity Wealth Management’s Marjorie Wentz packed her bags and flew out to San Diego from the East Coast for National LINC 2017, little did she know that 20 miles away at Philadelphia’s Temple University, Financial Planning Junior, Kelly Bradley, was doing the same thing.

Marjorie’s plan: Do some networking, hear the latest from TD Ameritrade Institutional leadership, investigate new technology, participate in some breakout sessions….pretty standard conference activities.

Kelly’s plan: Lay the groundwork to score the right internship.

Marjorie Wentz, Wealth Advisor, Trinity Wealth Management; Kelly Bradley, Financial Planning Associate, Trinity Wealth Management

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Have no fear, market volatility is here

If an investment fund was advertising low double digit returns with little to no volatility, how many people would sign up? There’s a few reasons why that’s probably not a good idea, and why a moderate amount of volatility is actually a good thing.

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A new world order

Ian Bremmer outlines the rise of China—and the uncertainty surrounding the U.S. 

Dr. Ian Bremmer, president and founder of Eurasia Group, a global political risk research and consulting firm, is credited with applying the lens of political risk to financial markets. He’s a prolific thought leader, author and noted lecturer.

Try to keep up as Bremmer takes us on a bi-partisan round-the-world trip, sharing some of his “in the know” insights and perspectives about the world as it stood in February during TD Ameritrade Institutional’s 2018 National LINC conference.

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