References in periodicals archive ?
Now in its eighth year, Veo Open Access is maturing into a powerful automation platform that is spurring TDAI's recent fast growth.
Skip Schweiss, TDAI's managing director of advisor advocacy and industry affairs, pointed out that while current SEC Chairwoman Mary Jo White has said the commission will deal with a fiduciary rulemaking in 2016, "it's an election year" and two SEC commissioners are already departing.
TDAI looked at data from its "Exploring Your Independence" tool, which is an assessment tool for advisors considering joining or starting an independent RIA.
Commenting on the findings, TDAI President Tom Nally suggested in a statement that RIAs "should keep doing what they do best: deliver objective, comprehensive, personalized advice to clients.
A packed roomful of attendees (3,300 registrants, TDAI said) using pairs of thunder sticks or drumsticks played along with a drum line on stage that spelled out "LINC," the conference's new name (for Learn, Inspire, Network and Collaborate).
To help advisors meet those challenges, TDAI launched another initiative, the Infinity Services program, where they work with about 120 third-party providers to bring discounted, pre-screened tech services to RIAs."They take over where we stop.
A packed roomful of attendees (3,300 registrants, TDAI said) using pairs of thunder sticks or drumsticks to play along with a drum line on stage that spelled out 'LINC,' the conference's new name.
While Nally is a cheerleader for the RIA model, he's no Pollyanna when it comes to the challenges that RIAs and TDAI face.
Check out RIAs Rarin' to Compete in 2015: TDAI Survey on ThinkAdvisor.
The stark comment from Eliza De Pardo kicked off an afternoon workshop on human capital management at TDAI's 2013 Elite Advisor Summit in Palm Beach, Fla., in mid-June.
The survey was released Thursday, as TDAI kicked off its national RIA conference, National LINC, in San Diego.
Tom Nally had a tough act to follow at TD Ameritrade Institutional, but a year after Nally assumed the presidency of TDAI, he is exhibiting leadership that both embraces continuity at the custodian while placing his own stamp on the organization.
Acronyms browser ?
Full browser ?
- TDA REQ ANAL