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Tim Hockey invites channel-conflict question before TD Ameritrade's RIAs, sets good tone at LINC conference

New CEO plants question with his own PR interrogator, relieving tension, albeit with a stock answer, and allowing a successful event to unfold

Author Guest Columnist Tim Welsh February 6, 2017 at 6:22 PM
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Tim Hockey: There is an advice continuum with do-it-yourselfers on one end and advisor directed investors on the other. In the middle we don’t want to give them a reason to leave, so we have to offer more choices.


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Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

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Mentioned in this article:

iRebal
Trading/Rebalancing
Top Executive: Benjamin Welch

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein



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