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An advertiser's-eye view of TD Ameritrade's national conference

Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

Author Kelly Newsome February 3, 2014 at 4:40 AM
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What looks disorderly at TD has the dead reckoning of dollars following ROI opportunity.



RIA Custodians



June 26, 2014 — 7:12 AM

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June 26, 2014 — 8:38 AM

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Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell

Tesseract Asset Management
Asset Manager for RIAs
Top Executive: Kevin A. Tuttle

TAM Portfolios
ETF Manager
Top Executive: Josh Asher

Consulting Firm
Top Executive: Kelly Newsome

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