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 Jim Dario
  • Managing Director, Product Management & Strategy , TD Ameritrade Insitutional

Model Market Center: A fresh approach to portfolio management and construction

Years ago, advisors competed almost exclusively on their ability to create alpha. Over time, that way of doing business has gone by the wayside. Today’s advisors are taking a much more holistic approach to wealth management.

Chances are, you rarely speak to clients about your plans to beat the market. Instead, you probably talk about how you can help them send their kids to college. Or manage an aging parent’s changing needs. Or save enough money to travel once they reach retirement age. Maybe it’s all of the above and then some.

But while the conversations have changed, the way you help your clients approach these goals—through investing—hasn’t really evolved all that much. You either spend your own time developing investment models or you pay a turnkey asset management program (TAMP) to do the work for you.

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  • by Justin T. Kane

Trading Smarter with Volume Metrics

An experienced trader learns early on that volume is arguably one of the most, if not the most, important metric in your toolbox when executing larger equity and exchange-traded fund (ETF) orders.  At the end of the day, it’s the volume clock, not the time clock relative to your velocity of order execution, that defines market impact.

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  • by Nicole Iteffa
  • Sr Spec, Copywriter Corporate Communications , TD Ameritrade Institutional

Who are you? Why it’s important for RIAs to establish their own brand identity.

As you probably know, branding is typically an effective way to ensure people understand your business and know what it stands for. Branding can be  one of the most powerful marketing tools you can employ.

But do you know what your firm’s brand identity is? If not, your clients probably won’t either. Or even worse, they may be determining it for you.

It’s time to take control. Why, you might ask? After all, your job is to help ensure your clients’ financial goals are met. You don’t have time to worry about silly marketing campaigns or logos. That’s just fluff, right?


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