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

AdvoKate: Busy year for an #RIANextGen rising star

When Trinity Wealth Management’s Marjorie Wentz packed her bags and flew out to San Diego from the East Coast for National LINC 2017, little did she know that 20 miles away at Philadelphia’s Temple University, Financial Planning Junior, Kelly Bradley, was doing the same thing.

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