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Articles tagged "Tom Nally"


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Dan Kern: Some of the audience members wanted to hear less of a love fest from the custodians.

Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe

There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations

March 25, 2014 at 3:34 AM

Tom Bradley, seen here snapping a selfie at TD's national conference Orlando: I'm incredibly proud of these numbers.

Tom Bradley pollinates TD Ameritrade branches and RIAs get sweet referrals in return

Bradley is teaching retail advisors to spend more time with clients -- and local RIAs

February 11, 2014 at 8:30 PM

Tom Nally: You've got to build a good team and it's not a one-man show.

What two things Tom Nally says 'no' to in managing his $270-billion RIA empire

The TD Ameritrade chief of RIA custody sees no reason to handle advisor commission business or serve roll-ups geared to hybrids

February 6, 2014 at 5:10 AM

Tom Nally: We want to simplify this for them so they can actually get engaged in retirement and leverage the TD Ameritrade brand name.

TD Ameritrade launches a 'Goldilocks' 401(k) approach aimed at competing with big wolves -- like Fidelity and Schwab

The turnkey RIA service seeks the middle ground between set-and-forget target date funds and the crazy complexity of building a 401(k) practice

January 31, 2014 at 5:42 PM

Jon Patullo: This isn't endorsing the [software] firm.

How TD Ameritrade is playing the logo game to spur 4,000 of its wavering RIAs to adopt its third-party hook-ups

'Veo Integrated' is a clunky name for smooth hand-offs of data from custodian to vendor to RIA -- and back

July 24, 2013 at 5:09 AM

Levi McMellian:  These guys had it pounded in their head to never sell UPS and we had to coach them to get more diversified.

Wielding its Texas six-shooter, TD Ameritrade wins a $500-million rep in the Dallas area from LPL

Modeling itself after local juggernaut, Neiman Marcus -- and dissing WalMart of Arkansas, CFO4Life signs on with locally-based Tom Nally

April 1, 2013 at 5:52 PM

Flash mob dance crew 'The Poreotics' take center stage at the 17th annual industry conference.

TD celebrates its $200 billion tipping point with an exuberant, VIP-rich conference in San Diego

Malcolm Gladwell, Pat Benatar and Condi Rice were on hand as TD served notice it's going after the $28 trillion millennials will soon bring to the table

February 4, 2013 at 5:49 PM

Tom Bradley and Tom Nally are still very much at ease sharing a stage.

Tim Welsh grills Tom Nally and Tom Bradley at TD's annual conference

The two Q&As reveal where the president of TD's RIA business is looking for the firm's next $100 billion and that Tom Bradley isn't saying never to rejoining RIAs

February 4, 2013 at 4:35 AM

Ben Welch: We are bridging that gap.

TD Ameritrade will make iRebal software available free to all its RIA clients

The custodian may disrupt both the RIA technology and RIA custody businesses -- but not inexpensively

January 31, 2013 at 7:51 PM

Tom Nally: If we just have a small piece of their business, we won't show up on the radar of senior management and internal operations staff will just look at you with resistance as yet another form to fill out or process to re-engineer.

Tom Nally answers 10 questions that show one seminal shift: TD Ameritrade no longer seeks a few assets and extended probation

The RIA custodian built by taking token accounts from Schwab malcontents then scrambling for the rest is now leaving the peashooter at home

October 26, 2012 at 3:49 PM

Tom Nally: RIAs have seen a 45% asset growth from high net worth investors since 2005, while the wirehouses have only grown 6%.

TD Ameritrade plants its flag in sunny SoCal, playing host to $100 billion worth of RIAs

The Institutional Fall Regional urged innovations as RIAs become the iPhone to the wirehouse's BlackBerry

October 25, 2012 at 3:55 AM

Jim Dario developed respect for TD Ameritrade over the years as a competitor.

What's up with Jim Dario making the leap from Pershing to TD Ameritrade

The former Fidelity star -- and an almost star in 'Jaws' -- made an intra-Jersey City move but actually never left Boston

September 5, 2012 at 3:46 PM

Kate Healy: For me it's the culmination of the last 25 years of my career in the industry.

As Paul Zettl follows Tom Bradley to the retail side, Kate Healy becomes marketing chief of TD Ameritrade's RIA business

The former Merrill Lynch product manager will work from Jersey City and face the challenge of selling the not-so-soft landing of becoming an RIA

August 1, 2012 at 3:41 PM

Tom Nally: There are less hand offs and what used to take five hours now takes five minutes.

Ten questions for Tom Nally as he gets going filling Tom Bradley's shoes

TD's new RIA chief is drawing a target on the IBD back and he challenges the 'rollups' to better define their value

June 15, 2012 at 3:23 PM

James Carville lent his big presence and Louisiana accent to a small event with large ambitions.

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

June 15, 2012 at 2:45 AM

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