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 John Ruda
  • MD, Inst Strategy & Analytics Advisor Management , TD Ameritrade Institutional

Bring Your Whole Self to Work

We’ve seen more focus on the importance of diversity in the workplace. Diversity is becoming a more mainstream conversation nationally, but not without some controversy. So what can we be thinking about as we look to lead organizations through these challenges?

In a recent a workshop I attended on strategy and innovation, a professor shared a quote:

“If only the organization knew what it already knows.”

R-L: John Ruda, Becca Levin, Matt Brodman, Enya Lee, and Joey Carron at NYC Pride Parade 2017

It stuck with me. I couldn’t help but think about it from our TD Ameritrade perspective. We have thousands of Associates and advisor clients serving millions of investors. That’s a treasure trove of potential solutions to problems, ideas for new programs and services, and other collective knowledge we have within reach. But, without the right environment and attitudes, only a fraction will be uncovered.

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

The Average Advisor Age Nudges Lower

At TD Ameritrade Institutional, we are thrilled to share that our own “AdvoKate” was recently recognized as one of Wealth Management’s “10 to Watch”—its annual list of 10 individuals poised to make a big difference in the wealth management industry in the year ahead. We agree! And we are excited to see Kate Healy continue her tireless work in support of NextGen talent.

The 2017 FA Insight Study of Advisory Firms: People & Pay,  an industry benchmarking report from TD Ameritrade Institutional, recently revealed some news that made me do a little happy dance: Since 2015, the median age of lead advisors has slipped by three years, to 47—a clear sign that the profession is heading in the right direction.

Though there is still a lot of work ahead to keep up this momentum, we deserve to take a minute and relish the fact that our message is getting through, and the dial is finally moving after years of not budging.

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  • by George Tamer
  • Managing Director, Strategic Relationships, TD Ameritrade Institutional

We Asked over 300 RIAs How They Spent Their Summer

With summertime coming to a close and school starting for many of our children, I recalled the dreaded “summer vacation essay” we each had to write when returning to class in the fall. Most of my summers were spent going to the beach or camp, and that was reflected in my essay. Yet there was always that one classmate who wrote about going abroad or to an exotic location that made everyone in the class envious. . . .

Twice a year, we survey 300 of your peers on timely topics. In our Midyear Sentiment Survey, we asked RIAs how they spent their summer, how they’re feeling about the economy and policies, and how they managed their intern programs.

Here are your fellow RIAs responding to how they spent their summer months. All we can say is #motivationgoals.

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