An advertiser's-eye view of TD Ameritrade's cram-packed RIA conference
Throwing a really expensive winter marketing party in San Diego for 3,000 -- or paying your way there -- is a good value
Related Moves
Apex nabs Jon Patullo from 'Schwabitrade' to 'raise the bar' and make his new firm's RIA system as 'frictionless' as the old one
The loved and admired TD Ameritrade software chief will bring his playbook -- and possibly Schwab's -- to Apex, which continues to try putting a winning front-end on its old Penson backend, a source says
October 11, 2022 at 12:40 AM
Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock
The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'
January 6, 2022 at 10:33 PM
Oisín's snippets: Charles Schwab brand goes up on Omaha's TD Ameritrade stadium, home of college baseball world series • Interactive Brokers lands an RIA custody insider, Charlie Latimer, to climb the custodian ladder
The TDA brand lives on until the techies figure out how to make two systems into one, but change is in the air in Omaha, while Interactive Brokers gets a leg up in the custody business with a new hire.
December 27, 2021 at 9:58 PM
Goldman Sachs nabs TD Ameritrade's Darla Sipolt for RIA custody; Kate Healy, Jim Dario and Peter Dorsey are among 1,000 staffers cut by Schwab post TD merger
Included in the wholesale reduction of the Omaha, Neb.-based broker's redundant talent, about 40% of TD Ameritrade's marketing staff also got word today they have no future with their San Francisco-based owner
October 27, 2020 at 1:20 AM
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Bill Winterberg
Frank, thank you for the fresh perspective.
Veo Access Village, a.k.a. the gauntlet for anyone who covers RIA technology.
It was all I could do to move five feet before being approached with a new conversation! But it was loads of fun.
Jim Pavia
Apparently Frank Noto didn’t realize that InvestmentNews also covered FSI and TD…which means we were present as well. We even shot video of some key executives and our sales team was there as well. While our talented team is hard to miss, I guess Frank was so busy he just didn’t see the IN team…or it could have been the fact that so many attendees were around us we were actually blocked out of sight. Oh well…...
Brooke Southall
IN’s big presence was included by Frank in this article and it was omitted by me in the editing process — unintentionally! I’m adding it back.
Brooke
Jim Pavia
Brooke,
thanks for clearing that up….accidents do happen, no matter how strange.....
Elmer Rich III
Like with basic fiduciary topics, maintaining boundaries between journalism and commerce really just needs full transparency and disclosure.
As a writer, this correspondent seems a good marketer. I had a hard time following the take always but new voices are always good.
For over 10 years we have been big fans of TDA and having a Canadian bank as a counter-party is always a plus.
Our client’s, and our own experiences, with conferences since the meltdown (this used to be less so) – is they are dominated by sales people and pitches — selling each others? Including the presentations. Also, f-2-f approaches to networking have pretty much been made obsolete by technology. Is it more productive to sit at a conference or research better email lists, call folks and create new content? But the venues are usually pretty pleasant.
Neither we nor our clients have time for conferences anymore, however. The information value of the presentations has dropped since the meltdown as well. Suppose tight budgets pinch.
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