TD Ameritrade revs up to have the biggest three-day RIA rally in its history
Early attendance figures and a full agenda bode well for the rising custodian's 2010 National Conference
Frederick Van Den Abbeel
I’ve always liked TD Conference — you can’t go wrong with sunny Florida in February! For those staying in Florida a bit longer and may have missed Joel Bruckenstein’s excellent insights into Advisor Technology — he’s speaking at Trade-PMR’s Annual RIA Synergy Conference too at the Walt Disney World Swan Resort February 24 – 26. All Advisors are invited to attend — just mention this article. 888-579-8640 / fvda@tradepmr.com / http://conference.tradepmr.com/
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Oisín's snippets: Charles Schwab brand goes up on Omaha's TD Ameritrade stadium, home of college baseball world series • Interactive Brokers lands an RIA custody insider, Charlie Latimer, to climb the custodian ladder
The TDA brand lives on until the techies figure out how to make two systems into one, but change is in the air in Omaha, while Interactive Brokers gets a leg up in the custody business with a new hire.
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Goldman Sachs nabs TD Ameritrade's Darla Sipolt for RIA custody; Kate Healy, Jim Dario and Peter Dorsey are among 1,000 staffers cut by Schwab post TD merger
Included in the wholesale reduction of the Omaha, Neb.-based broker's redundant talent, about 40% of TD Ameritrade's marketing staff also got word today they have no future with their San Francisco-based owner
October 27, 2020 at 1:20 AM
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