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!

  • by Ben Welch
  • Managing Director of Advisor Business Development and iRebal, TD Ameritrade Institutional

3 Reasons Advisors Discuss Rebalancing with Their Clients

Ben Welch, Managing Director of Advisor Business Development and iRebal,  TD Ameritrade Institutional

Ben Welch, Managing Director of Advisor Business Development and iRebal,
TD Ameritrade Institutional

When I first became involved with iRebal® years ago, one of my first (and most surprising) learnings was that leading advisors were starting to bring rebalancing out of the depths of their back offices and into their conversations with clients and prospects (You can read more about that in my previous post: Documented Discipline).  In the years since, this has become a much more common practice among advisors, and I would argue that it’s nearly an imperative today.

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  • by TD Ameritrade Institutional

Human Finance Project: Join and Contribute

Selfie Stick Fam

When someone says “financial advisor,” the images that typically come to mind are business suits, spreadsheets, and pie charts.  But does life as an RIA really look like that?

Of course not! Because we both know that, more than anything, financial advice is all about people.

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  • by Scott Collins
  • Director, Brokerage Independence, TD Ameritrade Institutional

It’s Time to Take Off the Training Wheels

Scott Collins

Scott Collins, Director, Brokerage Independence, TD Ameritrade Institutional

Day in and day out, I talk to advisors about making the move to the independent registered investment advisor (“RIA”) channel. I’ve seen advisors from all different backgrounds and business models make the transition to the independent RIA model and never look back.

The momentum toward the independent RIA channel doesn’t show signs of slowing down, thanks in part to constant disruption in the independent broker-dealer (“IBD”) world:

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