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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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Just Another Industry Buzzword or an Act to Be Proud Of? You Be the Judge.

What happens when you hear phrases like ‘think outside the box’ or ‘core competency’? If you’re like me, you might cringe. And it’s not even as much about word choice as it is about ambiguity.

We know the financial services industry can be complex by nature. But the way we talk about it doesn’t have to be. Take advocacy for example. You hear it all the time, but what does it mean?

It means we’ve got your back.

Tom Nally at the fourth annual TD Ameritrade Institutional Advocacy Leadership Summit in Washington D.C.

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

The Average Advisor Age Nudges Lower

At TD Ameritrade Institutional, we are thrilled to share that our own “AdvoKate” was recently recognized as one of Wealth Management’s “10 to Watch”—its annual list of 10 individuals poised to make a big difference in the wealth management industry in the year ahead. We agree! And we are excited to see Kate Healy continue her tireless work in support of NextGen talent.

The 2017 FA Insight Study of Advisory Firms: People & Pay,  an industry benchmarking report from TD Ameritrade Institutional, recently revealed some news that made me do a little happy dance: Since 2015, the median age of lead advisors has slipped by three years, to 47—a clear sign that the profession is heading in the right direction.

Though there is still a lot of work ahead to keep up this momentum, we deserve to take a minute and relish the fact that our message is getting through, and the dial is finally moving after years of not budging.

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

AdvoKate: So Long Summer, Hello Conferences

Every year, it happens pretty quickly for me. I finally adjust to the slower pace of August and, blink!, it’s fall conference season in full force. My next few months will be packed with events where I’ll be meeting new people, running into old friends, and doing my favorite thing: “AdvoKating” for the future of our industry.

But first, I want to share a highlight that happens at the end of every summer. Our interns put their heads together and come up with a “Capstone” project. They present their big idea to Tom Nally, President, TD Ameritrade Institutional, and his leadership team. Each year they impress me and my colleagues with their unique perspectives and the hard work they put into this effort.

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

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