December 23, 2014
- President, TD Ameritrade Institutional
During this busy time of year, amid the hustle and bustle, we hope you take time to enjoy the holiday season with your family, friends, and colleagues.
It has been an exciting year for TD Ameritrade Institutional – we unveiled a turnkey Retirement Plan Solution, launched the RIA Intern Network, and for the third year in a row, we received the highest advisor satisfaction rating for our Veo platform in Financial Planning magazine’s annual Best in Tech Survey. We’ve also put the power of iRebal on Veo® and advisors are already realizing its time-saving advantages.