RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "McNamara Financial Services"


Headline

Publish date


Richard Prout: We found TD to be really interested in the growth of our firm, and they put together an economic package that was superior to the Schwab package.

TD Ameritrade uses greater financial incentives to attract custody clients

Breakaways say they appreciate the economic boost and that it makes them feel welcome

April 18, 2011 at 2:10 PM

Tom Nally: It was a small network of folks and it was referrals; they’ll tell you who their friends are.

TD Ameritrade makes a clean sweep of five IBD reps in New England with about $1 billion of combined AUM

The five big Commonwealth advisors had some knowledge of each other but made their own decisions

April 18, 2011 at 1:57 PM

Mike McNamara: The numbers were staggering.

How Mike McNamara became a TD Ameritrade RIA and pruned his book in one move

The former Commonwealth advisor also had goals related to succession, compliance and a bigger bottom line

April 7, 2011 at 1:56 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo