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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 Scott Collins
  • Director, Brokerage Independence, TD Ameritrade Institutional

Make Today Your Independence Day

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Independence Day, the time of the year that we pause to celebrate the courage and bravery of our ancestors who broke away to form this nation some 241 years ago. Their path wasn’t without challenge, but the result of independence continues to pay off for us all today. I can’t help but to think about the parallels that our country’s move has with financial advisers making the move to the RIA channel. My role in supporting their decision to create their own firms is one that I am very proud of. I’m no George Washington, but it gives me a smile to think of all the advisers I’ve helped make the decision to move to true independence.

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

Charting the Course for Your Firm

Pull up that Anchor: Charting the course for your firm

I just returned from our Elite LINC conference in scenic New Mexico. It was energizing to spend time with some of the most talented and dedicated advisors in the industry. We took a new approach for the conference this year. Sessions explored topics such as mindfulness, innovation and understanding your own “flow.” ELITE LINC offered the opportunity to step back, take a breath and reflect. This change of pace from a traditional conference was well received.

The second day of the conference really stuck with me. I participated in the Flow Genome Project & TD Ameritrade Peak Performance Workshop. We explored the concept of “flow,” the peak performance state where you feel and perform your best both personally and professionally.

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  • by Skip Schweiss
  • President, TD Ameritrade Trust Company
    Managing Director of Advisor Advocacy & Industry Affairs

Advocating for You: RIAs Convene on Capitol Hill

I just returned from the Investment Adviser Association’s 10th annual Lobbying Day in Washington, D.C., where the IAA and registered independent advisers (RIAs) fan out to meet with lawmakers and their staff to discuss issues of top concern to RIAs.
TD Ameritrade Institutional was invited to help sponsor this year’s event, which we happily did.

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