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 Robert Mahoney
  • Director, Institutional Technology Solutions, Technology Product Management, TD Ameritrade Institutional

Use Veo? Our 2 Minute Webcast Recap Could Save You Time

Over 450 of you attended our recent webcast about new Veo® features, and nearly 300 of you shared comments. What a turnout—thank you!

Clearly, updates about technology enhancements are a hot topic. Here’s a quick recap that sheds light on some of your great comments and questions.

Read More

  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: So Long Summer, Hello Conferences

Every year, it happens pretty quickly for me. I finally adjust to the slower pace of August and, blink!, it’s fall conference season in full force. My next few months will be packed with events where I’ll be meeting new people, running into old friends, and doing my favorite thing: “AdvoKating” for the future of our industry.

But first, I want to share a highlight that happens at the end of every summer. Our interns put their heads together and come up with a “Capstone” project. They present their big idea to Tom Nally, President, TD Ameritrade Institutional, and his leadership team. Each year they impress me and my colleagues with their unique perspectives and the hard work they put into this effort.

L-R Ryan Shen, Christina Eng, Alejandra Cornell-Roberts, Kate Healy, Timothy Haan, Margaret DiGerolamo, Chris Passarell

Read More

  • by Dani Fava
  • Director of Product Strategy, TD Ameritrade Institutional

Unlocking Real Uses for Data in Financial Services

In case you haven’t heard, everyone is talking about data. Big data, data science, data analytics—you can’t escape it. Some of the biggest and most successful companies in the world are rich with it: Google, Facebook, Apple, and Amazon. But what does it really mean? How can this data really be used? And, most importantly, does the data “concept” have a place in financial services?

Read More

Monthly Archives

Available Resources

RIAs are Innovators

They’re leaders in achieving a higher standard—and that doesn’t happen by following the same old strategy.

Click here to see how RIAs like you are innovating within the industry.