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How TD Ameritrade's patient, patient bet on RIAs is finally paying off

CEO Fred Tomczyk is talking advisor software like he might have previously discussed trade volume as RIA assets, and prospects, soar

Monday, July 28, 2014 – 9:22 PM by Brooke Southall
Admin:
no description available
Fred Tomczyk: Some of our peers will catch up with that ... probably all of them will redesign their technology to make sure they meet that competitive advantage that we've had.

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Former TD Ameritrade RIA chief and retail chief Tom Bradley will assist Bernie Clark in instilling trust and applying 'modern' service to the under$100-million crowd during an age of anxiety at both firms

December 10, 2019 – 2:05 AM

TD Ameritrade's board suddenly pushes out Tim Hockey after his big misread of RIAs; Tom Bradley name-dropped as successor

The CEO broke the TD promise never to compete with RIAs, took it back and got sent packing

July 23, 2019 – 4:30 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

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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:

Fidelity Clearing & Custody Solutions
Asset Custodian
Top Executive: Sanjiv Mirchandani

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally




Mike Byrnes

Mike Byrnes

July 31, 2014 — 9:19 PM

Congrats to TD Ameritrade. Their hard work is paying off! — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

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