Oct 30, 2013
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
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6 articles
The Omaha, Neb. -based firm move shows its intent to take its foot-in-the-door strategy to the RIA stratosphere
Christine Gaze has picked up best practices secrets in the full-service world that she's now taking to TD RIAs
Dying without any plan is inviting disaster for family, employees and clients
Mike Watson will bring his practice-management expertise to 1,400 LPL reps
The biggest impediment to planning is finding a successor
Deals are mostly smaller thus far but activity behind the scenes is intense
The Industry Sourcebook for RIAs