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

Make 2018 a Great Year — Start (or Improve) Your Internship Program

Welcome to January! If you’re like me, you try to make a few realistic resolutions for both your personal and professional life. But I’m not here to be your life coach. I just have one simple question: Is one of your goals to do a better job at attracting NextGen talent to your firm?

If this is on your top 10 list of things to improve in 2018 . . . good. Let’s get started. If it isn’t, read on because maybe it should be something you consider in the year ahead.

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

RIAs Confidence in the US Economy and Policy

Registered Investment Advisor (RIA) optimism has slipped a bit, according to our Midyear RIA Sentiment Survey.

In the first part of our survey findings, we shared how your RIA peers spent their summers managing their businesses amidst shifting market trends. Here, we’ll shed light on how fellow RIAs are feeling about the economy, markets and how policy changes will affect them.

We all know that financial markets, government policies and other outside influences affect our outlook. So, it’s no surprise optimism took a little hit, but it’s reassuring to see that RIAs are focusing on the heart of their businesses. Let’s take a closer look at the numbers for more insight.

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Holiday Happiness and Hype: Looking Ahead to 2018

It’s that time of year where almost every business you interact with wants to show you how much they LOVE the holidays. Cheerful coffee cups, cinnamon scents in stores, and email subject lines like, “Jingle your way to savings!” While some of it is endearing, a lot of it can come off as forced.

Like new year’s resolutions, for example. I’m totally on board with the idea of committing to being better. But that’s something we should be doing every day – both in our businesses and our personal lives. But the pressure to set a grandiose goal for the new year – one that’s often untethered from reality – can end up undermining our efforts before we even get started. For me, a more realistic approach to goal setting that focuses on what’s most important is the best bet.

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