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Once good for a few million, TD Ameritrade's foot-in-the-door strategy is starting to net billions

With the paperwork signed, TD goes to work wooing big RIAs with technology, special pricing and a maverick culture

Tuesday, October 11, 2011 – 5:42 AM by Dina Hampton
Admin:
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Tom Bradley: We consider ourselves the Apple of the industry.

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See more related moves

Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Partnervest Financial Group
Outsourcer
Top Executive: Marcy Burton

Aite Group
Consulting Firm
Top Executive: Frank Rizza

The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev

Mercer Global Advisors
Advisory Firm
Top Executive: David Barton




Elmer Rich III

Elmer Rich III

October 11, 2011 — 3:44 PM

We have been fans of TD for many years based on our own and client’s experience. Also having an Canadian bank as a counter-party is a plus.

Mike Byrnes

Mike Byrnes

October 13, 2011 — 3:50 PM

TD Ameritrade is also very competitive on the practice management side of things, adding value to the RIAs’ businesses to help them become even more successful.

Hats off to the TD folks for the work they are doing!

Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

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