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

AdvoKate: #PressforProgress on March 8

We hosted a very special guest at this year’s National LINC — “Fearless Girl .”  While it was fun to watch attendees take selfies and gain inspiration from her, I realized that what you see in her depends a lot on your point of view.

I’m proud of my career and I have forged my own path, but looking at her reminded me how grateful I am of the support I’ve had along the way. From my parents who made sure I knew I could be whoever I wanted to be— to wonderful mentors and managers and friends who en-courage me still today. I don’t have to always be fearless, because I know a lot of people have my back.

In support of fearless girls everywhere, join me for my first Twitter chat on International Women’s Day, Thursday, March 8, where we’ll talk about what we can do to support more women in the industry.

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  • by Michelle Rohrbach
  • VP, National Strategic Advisors, TD Ameritrade Institutional

Competing in the age of digital disruption

“If you don’t figure this out in the next three to five years, your businesses will stop growing, and eventually fail.”

This is what Joe Duran, CEO of United Capital told a room full of RIAs at a National LINC 2018 pre-conference general session.

Joe was talking about adapting to the tremendous digital disruption in our industry. But he was also speaking directly to what he sees as a critical philosophy shift that RIAs make from being wealth managers to financial life managers.

“The value that you as an advisor brings to the client has changed,” said Joe. “And you’ve got to be delivering value in the way that’s most relevant to each and every client.”

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