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 Taryn Grimes

What kind of person becomes an RIA?

Earlier this year, TD Ameritrade Institutional launched the Human Finance Project—a movement designed to elevate the RIA model and help redefine what it means to be a Financial Advisor. With her powerful storytelling skills, Taryn Grimes was selected to act as our moderator in the development of our Human Finance Project interviews. This blog post is part of a larger series detailing Taryn’s experiences and observations in being an integral part of the project–helping advisors tell their unique stories.

Ryder HFP52

One of the best things about being a documentary producer is meeting unique individuals. Over the years, I’ve spoken with CEOs, sports personalities, entrepreneurs, cancer survivors, heroes and religious figures—a wide variety of personalities and viewpoints.

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  • by Kate Healy
  • Managing Director, Institutional Marketing, TD Ameritrade Institutional

NextGen talent takes on Nasdaq

Summer goes by too fast: Future RIAs take on the city

Just when I started getting into my summer groove, I felt like I was back to school! In mid-July, I joined financial planning students and educators who were winners of scholarships and grants from the fourth annual TD Ameritrade RIA NextGen program. We got up early, wore new outfits—and even rode a bus!

Wall street Bull

While it was a perfect beach day, I was still so excited to be in New York City with this group of talented, passionate individuals. It’s one of my favorite days of the year, when I get to meet the 12 deserving winners.

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  • by Vanessa Oligino
  • Director, Practice Management, TD Ameritrade Institutional

“What I learned from my client advisory board. . . .”

Vanessa Oligino

Director, Business Performance Solutions,
TD Ameritrade Institutional

Going forward, according to a Gartner survey [1],  89 percent of businesses will compete based on client experience. Who better to ask how you’re doing on the client experience score than your clients? And while client surveys can be helpful, you can likely get better, more genuine insights through a client advisory board. A client advisory board can provide you with valuable points of view and observations on your current services, new things you are considering, your brand, pricing, and more.

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The Rise of the NextGen Adviser

NextGen IN whitepaperMore About The Economics of Adding NextGen Talent

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