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 George Tamer
  • Managing Director, Strategic Relationships, TD Ameritrade Institutional

Charting the Course for Your Firm

Pull up that Anchor: Charting the course for your firm

I just returned from our Elite LINC conference in scenic New Mexico. It was energizing to spend time with some of the most talented and dedicated advisors in the industry. We took a new approach for the conference this year. Sessions explored topics such as mindfulness, innovation and understanding your own “flow.” ELITE LINC offered the opportunity to step back, take a breath and reflect. This change of pace from a traditional conference was well received.

The second day of the conference really stuck with me. I participated in the Flow Genome Project & TD Ameritrade Peak Performance Workshop. We explored the concept of “flow,” the peak performance state where you feel and perform your best both personally and professionally.

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

Advocating for You: RIAs Convene on Capitol Hill

I just returned from the Investment Adviser Association’s 10th annual Lobbying Day in Washington, D.C., where the IAA and registered independent advisers (RIAs) fan out to meet with lawmakers and their staff to discuss issues of top concern to RIAs.
TD Ameritrade Institutional was invited to help sponsor this year’s event, which we happily did.


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

AdvoKate: Fathers, Front & Center

It’s June—time to think about dads and grads again. As someone who is passionate about growing the number of women and other under-represented groups in the ranks of financial planners, it’s no surprise I often direct my advice and encouragement to women.

Not today. Today, I’m talking to you: dad, father figure, godfather, uncle…any man who has a female in his life who looks up to him. This is for you.


Kate Healy and her father, Jack Healy, on Hawk Mountain while hiking the Appalachian Trail.


I come from a big Irish Catholic family. My father grew up in a time of traditional mindsets about gender roles. But since his father died when he was young, my dad had many strong females in his life—his mother, his grandmother, and his two sisters. So when it came to his four daughters, he made sure we knew we could be whoever we wanted to be. No limitations. (Especially me, because I was his favorite!) He was a wonderful man in so many ways, and I thank him for teaching me this all-important life lesson.

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