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
Charles Schwab prunes another 200 or so staff but assures Wall Street analysts the Jenga piece of TD Ameritrade RIA services is still part of the puzzle post-merger
The Westlake, Tex., broker deemed John Tovar 'best talent,' hence a keeper, and ex-TD staffers affirm Schwab's good instincts.
February 11, 2021 – 12:08 AM
How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
August 19, 2020 – 2:18 AM
His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth
October 5, 2018 – 7:40 PM
Top Executive: Dan Arnold
TD Ameritrade’s concept to service its best clients is a better, more intense way is a smart one. Congrats to Mike Watson for returning back home to TDAI! — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com
TD Ameritrade’s concept to service its best clients in a better, more intense way is a smart one. Congrats to Mike Watson for returning back home to TDAI! — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com
Wishing you the best. TD is lucky to get you back!