How Frank Campanale's E.F. Hutton resurrection, a TD management hire and upbeat advisors electrified IMCA's annual conference
More than 1,500 advisors came to the Potomac -- including more than a few of Campanale's Smith Barney Consulting alumni
Apex nabs Jon Patullo from 'Schwabitrade' to 'raise the bar' and make his new firm's RIA system as 'frictionless' as the old one
The loved and admired TD Ameritrade software chief will bring his playbook -- and possibly Schwab's -- to Apex, which continues to try putting a winning front-end on its old Penson backend, a source says
October 11, 2022 at 12:40 AM
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 at 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 at 9:58 PM
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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Investment & Wealth Institute
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C. J. Williams
I was at the IMCA Conference. I spoke with Frank. He was very clear that EF Hutton was announcing that it would launch later in 2012. Contrary to the impression left by this article, it was obvious that they were well-prepared for the attention. Frank said they are planning an innovate approach that they will announce when they launch. And, Frank said that they would unveil their plans later – at the point they launch. Obviously they purposely decided not to reveal their specific plans. Their website in this pre-launch stage is www.efhuttoncompany.com The site doesn’t provide much info at this point. Anyway, Frank is one of the most experienced people in the industry and has been involved in some innovative things that changed the industry. I think it’s best not to under-estimate the man. Certainly reviving EF Hutton is unique – a really brilliant move. I am looking forward to hearing what EF Hutton will be doing.
When stock market was doing well, all my friends, portfolio had much higher return on investment than mine because I had kept my portfolio to be a balanced portfolio with 50% invested in annuities with <a href="http://www.conseco.com" rel="nofollow"> Bankers Life </a> & rest was in stock market but with solid companies. But, recession hit hard my 50% of portfolio but since I had fixed return from annuities – I was the winner at the end. I actually advise everyone to do that – it is must to keep your portfolio balanced & Invest only in solid fortune 500 companies. We must learn from our mistakes & not repeat them.