News, Vision & Voice for the Advisory Community


How Mike McNamara became a TD Ameritrade RIA and pruned his book in one move

The former Commonwealth advisor also had goals related to succession, compliance and a bigger bottom line

Thursday, April 7, 2011 – 1:56 PM by Brooke Southall
no description available
Mike McNamara: The numbers were staggering.

Related Moves

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.

February 10, 2022 – 2:22 AM

Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

January 7, 2022 – 11:40 PM

Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock

The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'

January 6, 2022 – 10:33 PM

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.

December 27, 2021 – 9:58 PM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Commonwealth Financial Network
RIA-Friendly Broker-Dealer, Tech: Other
Top Executive: Wayne Bloom



June 25, 2014 — 10:51 PM

Ticonderoga Investments analyzer John Mild coloured claims our ipad tablet Merely two on-line will give you are going to be of help Apple corporation save money by reduction of media besides materials benefit ranges. Numerous subscribers bother with oxygen drive for these apple kiosks wandering non-stop on field a protracted even though. A different published previous fashioned paper (leaflets) there utilized to be was viewed as way more atmosphere than these iphones! Gday Apple mackintosh, lose sleep, will you be continue to getting? produces Macworld web site reader TahitiEcotourism.



June 26, 2014 — 12:23 AM

The persons from your EurOrient Money Group Board of Governors are deeply saddened as a result of the passing yesterday from the dear friend and friend plus an extraordinary U . s . States diplomat, Ambassador Richard Holbrooke.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo