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 Lisa Joyce

A new world order

Ian Bremmer outlines the rise of China—and the uncertainty surrounding the U.S. 

Dr. Ian Bremmer, president and founder of Eurasia Group, a global political risk research and consulting firm, is credited with applying the lens of political risk to financial markets. He’s a prolific thought leader, author and noted lecturer.

Try to keep up as Bremmer takes us on a bi-partisan round-the-world trip, sharing some of his “in the know” insights and perspectives about the world as it stood in February during TD Ameritrade Institutional’s 2018 National LINC conference.

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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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