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 Alexandra Keane
  • Specialist, Business Performance Solutions Programs, TD Ameritrade Institutional

Breaking News: TD Ameritrade Institutional corporate interns tell all!

It’s been bittersweet around the office these past few days as our summer corporate interns started wrapping things up and prepared to head back to campus. The weeks have flown by, and they have accomplished so much. My calendar is booked with good-bye lunches as their internships come to a close.

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

We had a particularly amazing group of 8 interns this summer. I know I have a lot of positive feedback for each of them. So I thought it would be fun to turn the tables and see what they thought about us. We asked two corporate interns for feedback on their experience. They were both surprised that our corporate culture is more relaxed than they were expecting. Around here we work hard, get our jobs done well, but know how and when to have a laugh. I guess it shows!

Here’s more of what they had to say:

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  • by Vanessa Oligino
  • Director, Business Performance Solutions, TD Ameritrade Institutional

Emerging Trend: Next Best Hire

Your firm is growing faster than you can keep up with; you know you need to hire . . . but for what? Which role will make the biggest impact? Depending on your stage of development, the answer to these questions will vary. If you are an Operator (generating under $500k in annual revenue), your next best hire may be an administrative assistant. If you are an Accelerator (generating $1.5M-$4M in annual revenue) your next best hire may be an operations manager.


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  • by Skip Schweiss
  • President, TD Ameritrade Trust Company
    Managing Director of Advisor Advocacy & Industry Affairs

Summertime Remains Busy Times for Regulatory Developments

August 9, 2017 – Like most folks, I usually look forward to some downtime in July and August.  Evidently, that is just not to be this summer.


In my last blog, I pointed out all the advisor regulatory developments  that made June 2017 the busiest, arguably the most newsworthy month in a long time in this arena. As I write this in early August, the pace of noteworthy regulatory development remains strong, with a number of new developments to report.

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