Jun 12, 2014
TD Ameritrade hosts a posh 'billion-dollar club' summit at a seaside Ritz Carlton
With 190 cosseted advisors representing $215 billion of AUM, Fred Tomczyk laid out the bucks for Ben Bernanke and more
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Pete Dorsey
5 articles
Articles tagged "Pete Dorsey"
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
Jun 14, 2013
TD Ameritrade Institutional Elite Summit boasts big firms, big ideas and a defiance of the weather
A combined $133 billion AUM of advisors -- made up of 133 advisors -- made for rareified, if highly humid air in Palm Beach
Nov 5, 2012
A $5.5 billion LA-based RIA is getting purchased by First Republic Bank
Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012
Jun 15, 2012
TD Ameritrade's 2012 Elite Advisor Summit gathers $89 billion of RIA assets under one Laguna Beach umbrella
Fresh off a week of D.C. intensity, the annual event crackled with strong opinions and offensive strategies
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