TD Ameritrade Institutional

TD Ameritrade Institutional

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Business head: Thomas Nally

No. clients: 5000

Min. assets:

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In the News

'Best interests' and 'fiduciary' aren't the same, so which will the SEC choose?

April 10, 2018 - We're now into the second quarter of the year, and everyone involved in the debate over investment advice standards is eagerly awaiting the Securities and Exchange Commission's fiduciary rule proposal. Oops. Like Britney Spears, I did it again. I referred...

TD Ameritrade has cut more than 1,100 Scottrade jobs

March 23, 2018 - As TD Ameritrade Holding Corp. continues to absorb its $4 billion acquisition of Scottrade Financial Services, layoffs have now exceeded 1,100 in the St. Louis area where Scottrade is based, according to published reports. A TD Ameritrade spokesman said...

The importance of looking at new fee models

March 17, 2018 - When your business model is designed around collecting a fee pegged to assets under management, the ebbs and flows of the financial markets can be nerve-wracking. For small advisory firms, which don't have a lot of room to cut overhead when revenues decline,...

Fintech aims to digitize estate planning

February 14, 2018 - Technology has digitized goals- and cash-based planning, but developers have largely ignored the final phase of an investor's financial life — after-death planning. The estate planning world still relies primarily on paper documents and file cabinets....

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