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 Jon Patullo
  • Managing Director, Technology Product Management, TD Ameritrade Institutional

“Alexa, tell me about Veo One®”

Okay, so maybe the headline is a bit down the road. But as visitors to Veo Village at our National LINC Conference experienced first-hand, there’s a lot to be excited about when it comes to technology at TD Ameritrade Institutional.

© LILA PHOTO for TD Ameritrade

In fact, during his keynote session, Tim Hockey, our President and CEO, spoke of his commitment to continuing to deliver a superior client experience. To deliver on that promise, Tim noted, we’ll continue to invest heavily in technology. Already, this investment has enabled us to bring new and powerful technology features to advisors so they can improve efficiency, increase scale, and serve their clients even better.

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

Advocating for You: Reading the Tea Leaves Through Transition

TD Ameritrade Institutional’s own Skip Schweiss recently received the 2016 Insider’s Forum Leadership Award—reinforcing our position as a steadfast advocate for independent RIAs.

To ensure you get the most out of the meaningful work Skip does, we’re pleased to introduce his new blog series, Advocating for You. Here we will check in with Skip as he continues to give RIAs a voice in Washington, DC, and supports advisors throughout the country. We want to be sure you hear from him often, and have a way to connect with this great resource. It’s all for you.


As the new presidential administration works to get its many political appointments made and its policy prescriptions moving, we are keeping an eye on things for you. Though much is uncertain in this transition period, here are a few of the things we’re watching.

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  • by Kate Healy
  • Managing Director, Advisor Marketing & Sustainability, TD Ameritrade Institutional

AdvoKate: Making your firm a place where women want to work

When it comes to nourishing the future of the RIA industry, TD Ameritrade Institutional’s own Kate Healy is a woman on a mission. Determined to reach back and lift others up, she’s a constant presence at industry conferences and events — leading the charge to educate and encourage current and future advisors. She has so much knowledge and inspiration to share, we’re pleased to introduce her new blog series “AdvoKate.” Here Kate will keep you up to date on what we’re doing to nurture and sustain RIAs with a focus on diversity and NextGen talent.


Kate Healy and Deena Katz at the 2017 InvestmentNews Women to Watch event.

I recently attended an amazing InvestmentNews Women to Watch event and have a lot of excitement to share from the day. For the second year, InvestmentNews recognized women from the industry who have advanced the business of providing advice through their leadership, passion, creativity, and willingness to help others along the way.

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Monthly Archives

NextGen Scholarship and Grant

Twelve $5,000 scholarships to deserving and talented students. One $50,000 grant to a university with an established program and one $25,000 grant to a university with an emerging program.

Apply April 3, 2017 through May 31, 2017

Program administered by International Scholarship and Tuition Services, Inc. (ISTS), a separate company not affiliated with TD Ameritrade. TD Ameritrade and ISTS are separate, unaffiliated companies and are not responsible for each other’s policies or services.