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!

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

Keeping client confidence up—while the market is up and down

Managing Director, Strategic Relationships, TD Ameritrade Institutional

Managing Director, Strategic Relationships, TD Ameritrade Institutional

“As Managing Director of Strategic Relationships my team and I help independent advisors pursue their business goals by helping them implement industry best practices including marketing and business development, workflow processes, and technology usage”

As my colleague Jeff Chiappetta mentioned in his blog post, most of us remember 2008. If you were not part of the financial services industry at that point, picture busy advisors fielding phone calls (many without a smartphone!) to diffuse client concerns. Times have changed in many ways, though the lessons learned about how to maintain client confidence when the markets are highly volatile, still apply. It’s time to put those lessons to work.

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  • by Jeff Chiappetta
  • Managing Director, Institutional Trading and Fixed Income, TD Ameritrade Institutional

A perspective on the recent market volatility

Jeff_C Headshot_resized

Jeff Chiappetta Managing Director, Trading and Fixed Income, TD Ameritrade Institutional

The volatility of the market, as measured by the CBOE volatility index (VIX), today is incredible; in fact, we haven’t seen this level on the VIX since 2008 (I think we all remember that period of time).  Daily trading volume was through the roof on Friday and today.  We’re seeing wild intraday swings, swings we haven’t seen in years.  In my opinion, some of this volatility may continue until we have more clarity on moves by the Fed, China, geopolitical concerns, and the overall economy.

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  • by Greg Menefee

Six Tips for Exploring Technology Opportunity

Head of Strategic Relationship Consulting, TD Ameritrade Institutional

Greg Menefee, Head of Strategic Relationship Consulting, TD Ameritrade Institutional

By Greg Menefee, Head of Strategic Relationship Consulting, TD Ameritrade Institutional

When it comes to Apple products, I’m an addict. If they make it, I am going to buy it, use it, then hand it to my kids and go buy the new one. (In my defense, I have never slept outside the store waiting for an iPhone). I love their products because they are incredibly intuitive—and they are all integrated.

Converting from PC to Mac was not something I was the least bit interested in—and it took getting married for me to even consider it. Shortly after our wedding, my wife asked me to join her for an appointment at the Genius Bar of a nearby Apple Store. After 30 minutes of watching a kid “Genius” in a blue tee-shirt provide a tour of my wife’s new MacBook, I was amazed. I saw how well it worked with her other Apple products, how powerful the integration was, and, sadly, just how out of date my current technology situation was. I took the Apple integration plunge and have never looked back.

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