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 Janelle Ward
  • Sr Manager, Strategic Relationships, TD Ameritrade Institutional

Getting the Most From Workflows

The majority of advisory firms (65%) use documented workflow processes to make client service more consistent, streamline operations, achieve scale, offer new services, and improve their digital presence. These are just some of the benefits firms seek, according to the TD Ameritrade Institutional 2016 RIA Tech Study of more than 1,200 personnel serving as advisors, working in operations, and providing back office support.

Here are two guidelines to help advisors make the most of workflows:

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  • by Katrina Kent
  • Director Corporate Events, TD Ameritrade

7 Things to Do Before a Conference

LINC is just around the corner! We’re expecting over 3,500 people—product and technology sponsors, TD Ameritrade Institutional associates, attendees from our Next-Gen initiative, industry leaders, and, most importantly, advisors. That’s a big crowd, so we want to offer some advice on how you can plan to take full advantage of the time you’re spending out of the office with all of us.


From what to pack to where to be, here are a few planning tips to consider:

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  • by Kate Healy
  • Managing Director, Advisor Marketing & Sustainability, TD Ameritrade Institutional

AdvoKate: A Woman on a Mission

When it comes to nourishing the future of the RIA industry, TD Ameritrade Institutional’s own Kate Healy is a woman on a mission. Determined to reach back and lift others up, she’s a constant presence at industry conferences and events — leading the charge to educate and encourage current and future advisors. She has so much knowledge and inspiration to share, we’re pleased to introduce her new blog series “AdvoKate.” Here Kate will keep you up to date on what we’re doing to nurture and sustain RIAs with a focus on diversity and NextGen talent.


Impact Is Multiplicative

A few weeks ago I heard that dictionary.com’s Word of the Year was “xenophobia”—fear, or even hatred of things or people that are foreign.
This really stopped me in my tracks. And, while it’s a sad statement for our society as a whole, I was comforted by the fact that in our industry, from what I’ve seen, nothing could be further from the truth.

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Monthly Archives

NextGen Scholarship and Grant

Twelve $5,000 scholarships to deserving and talented students. One $50,000 grant to a university with an established program and one $25,000 grant to a university with an emerging program.

Apply April 3, 2017 through May 31, 2017

Program administered by International Scholarship and Tuition Services, Inc. (ISTS), a separate company not affiliated with TD Ameritrade. TD Ameritrade and ISTS are separate, unaffiliated companies and are not responsible for each other’s policies or services.