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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!

Results for "advokate"

AdvoKate: What we can do to increase diversity in financial planning

The RIA industry has continued to experience steady growth each year — and I can tell you, it’s not due to luck.

Individuals are looking for trusted financial advice more than ever and they want to work with someone they feel they can relate to. And right now, the RIA pool doesn’t look like the investors.

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AdvoKate: Busy year for an #RIANextGen rising star

When Trinity Wealth Management’s Marjorie Wentz packed her bags and flew out to San Diego from the East Coast for National LINC 2017, little did she know that 20 miles away at Philadelphia’s Temple University, Financial Planning Junior, Kelly Bradley, was doing the same thing.

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AdvoKate: The window is open!

After a long winter, including too much late-season snow here in the northeast, it’s finally time to open the windows: both the actual windows that let in the fresh air and, my favorite, the RIA NextGen scholarship and grant application windows that usher in a fresh crop of RIA talent.

For the sixth year, TD Ameritrade Institutional will award twelve $5,000 scholarships to deserving and talented students, with two that focus on diversity. Plus, two grants will be awarded to universities that demonstrate a commitment to educating the industry’s future financial professionals:

  • One $50,000 grant to a university with an established program
  • One $25,000 grant to a university with an emerging program

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