Articles tagged "Pete Dorsey"


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TD Ameritrade hosts a posh 'billion-dollar club' summit at a seaside Ritz Carlton

With 190 cosseted advisors representing $215 billion of AUM, Fred Tomczyk laid out the bucks for Ben Bernanke and more

June 12, 2014 — 10:46 PM UTC

TD Ameritrade poaches Mike Watson back from LPL to head new unit targeting 100 mega-RIAs

The Omaha, Neb. -based firm move shows its intent to take its foot-in-the-door strategy to the RIA stratosphere

October 30, 2013 — 6:13 PM UTC

TD Ameritrade Institutional Elite Summit boasts big firms, big ideas and a defiance of the weather

A combined $133 billion AUM of advisors -- made up of 133 advisors -- made for rareified, if highly humid air in Palm Beach

June 14, 2013 — 2:56 PM UTC

A $5.5 billion LA-based RIA is getting purchased by First Republic Bank

Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012

November 5, 2012 — 7:04 AM UTC

TD Ameritrade's 2012 Elite Advisor Summit gathers $89 billion of RIA assets under one Laguna Beach umbrella

Fresh off a week of D.C. intensity, the annual event crackled with strong opinions and offensive strategies

June 15, 2012 — 2:45 AM UTC
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