RIAs like you make a career out of going to bat for your clients. So we go to bat for you. Whether it’s standing up for national policies that will benefit you and your clients or recruiting a new pool of candidates into the industry to fuel your growth, TD Ameritrade Institutional has long been the champion of RIAs.
New guidance from the SEC on advice standards? Tax legislation that affects Advisors and investors? Murmurings of damaging regulations? We’re on it. More specifically, Skip Schweiss, Managing Director of Advocacy and Industry Affairs, is having the conversations and making the connections that matter. TD Ameritrade Institutional has been known for this type of RIA advocacy since the early days. We’re proud to be your voice in Washington.
Outside of regulatory forces, two of the most significant threats to the RIA industry is the ongoing talent shortage and the emergence of robo-advisor products. What’s needed to keep you staffed and relevant to a changing client base? A new generation of Advisors.
RIAConnect is a community where Advisors can create connections to find their next merger, acquisition, buyer, succession and contingency planning connection, or even a new hire. Free on Veo One for advisors.
Each year, we award 12 scholarships to future RIAs and 4 grants to financial planning programs
We’re proud to host RIAs-in-training at National LINC every year
When we talk about NextGen, we don’t just mean young Advisors. We’re serious about bringing more women, people of color, veterans, and career changers to the table to provide more relevance to prospective clients. So serious that we’re the only custodian to have a full-time Managing Director, Kate Healy, dedicated to NextGen efforts.
"We're proud to serve as champions for the RIA model, now and forever."
—Kate Healy, Managing Director, Generation Next
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