Press Releases

The Charles Schwab Corporation To Acquire TD Ameritrade

Transaction to Combine Two Award-Winning Companies

 

SAN FRANCISCO & OMAHA, Neb. , Nov 25, 2019

 

TD Ameritrade Research Finds Great Interest in the RIA Career Path, But a Lack of Awareness and Misinformation Hinder Access to Talent

Looming talent shortage compels RIAs to take action now, to sustain the industry’s growth for the long haul

 

JERSEY CITY, N.J., Oct. 14, 2019

 

The best just got better: TD Ameritrade introduces $0 commissions for online stock, ETF and option trades

TD Ameritrade Holding Corporation (Nasdaq: AMTD) announced today that its U.S. brokerage firm will eliminate commissions for its online exchange-listed stock, ETF (domestic and Canadian), and option trades, moving from $6.95 to $0, effective Oct. 3, 2019. Clients trading options will now pay $0.65 per contract with no exercise and assignment fees.

 

OMAHA, Neb., October 1, 2019

 

TD Ameritrade Institutional Expands Award-Winning Model Market Center™ With More Investment Portfolios From More Model Providers

The Industry’s First Model Portfolio Marketplace Now Offers 328 Strategies From 35 Investment Managers

 

JERSEY CITY, N.J., September 10, 2019

 

Gen Xers Trump Baby Boomers as Independent RIAs Boost Revenues, Increase Profitability and Get Set to Hire, According to TD Ameritrade Institutional

New FA Insight Study Shows an Advisory Industry That’s Getting Younger and Poised for Expansion

 

JERSEY CITY, N.J., July 30, 2019

 

TD Ameritrade Institutional Names 2019 NextGen Scholarship and Grant Winners

Ten-Year, $5M Commitment Aims to Help Develop the Next Generation of RIAs and Strengthen University Financial Planning Programs

 

JERSEY CITY, N.J., July 23, 2019

 

RIAs on Pace for Record-High Mergers & Acquisition Activity in 2019, TD Ameritrade Institutional’s FA Insight Finds

Deal Volume in First Half is Up 82 Percent from Year-Ago Period, While M&A Activity Increased in Each of the Past Four Quarters

 

JERSEY CITY, N.J., July 18, 2019

 

The Grass Really is Greener for Breakaway Brokers: For Many, With Independence Comes Greater Control and Higher Earnings, Survey Conducted for TD Ameritrade Institutional Finds

Forty-four Percent of Potential Breakaways Say They Will Go Independent in the Next Year

 

JERSEY CITY, N.J., July 2, 2019

 

TD Ameritrade Institutional Finds Billion-Dollar Standout RIAs Outperform By Investing in Themselves

FA Insight data show large, top-performing RIAs are investing in M&A, people and tech as part of a long-term strategic plan

 

JERSEY CITY, N.J., June 5, 2019

 

TD Ameritrade Institutional Supports Bills That Benefit Individual Investors, Small Businesses and Independent RIAs

As SEC Readies for Vote on Regulation BI, RIA Advocate Skip Schweiss Heads to Capitol Hill to Meet Policymakers

 

JERSEY CITY, N.J., June 3, 2019

 

Emerging Advisors at TD Ameritrade Institutional Are Growing Up Fast

TD Ameritrade Institutional Expands and Enhances Technology, Education and Service Offerings for Emerging Professional RIAs

 

JERSEY CITY, N.J., March 4, 2019

 

Plan-It and IMar Learning Solutions is the Winner of the TD Ameritrade Institutional Innovation Quest RIA Fintech Competition

Three Finalists, Chosen Among 135 Submissions, Pitched Their Ideas Live on Stage at National LINC 2019

 

SAN DIEGO – Feb. 8, 2019

 

We Have the Technology! TD Ameritrade Institutional Delivers Tools and Capabilities to Make RIAs Better, Stronger, Faster

The latest Veo One, iRebal and AdvisorClient enhancements -- plus a new Virtual Agent and two Amazon Alexa skills – will help advisors do more and know more in less time

 

SAN DIEGO, FEB. 7, 2019

 

Investors Sought Out RIAs in 2018 Amid Market Volatility, Latest TD Ameritrade Institutional Survey Says

RIAs expect more strong growth in 2019, as they welcome investors seeking advice, attract new talent, and adopt technology that enhances the client experience

 

JERSEY CITY, N.J., Jan. 8, 2019

 

Independent Advisory Firms Invest in the Future Amid Record Client Growth, TD Ameritrade Institutional Study Finds

Latest FA Insight Growth by Design study shows independent advisory firms increased spending on talent amid high asset and revenue growth

 

JERSEY CITY, N.J., Aug. 1, 2018

 

TD Ameritrade Institutional Announces the 2018 Financial Planning Scholarship and Grant Winners

12 Students Awarded $5,000 Each and Two Universities Receive $75,000 in Total

 

JERSEY CITY, N.J., July 24, 2018

 

What’s the Big Idea? TD Ameritrade Institutional Launches FinTech Competition to Advance RIA Innovation

Inaugural Innovation Quest competition will award $100,000 to drive technology innovation; winner to be announced at National LINC 2019

 

JERSEY CITY, N.J., July 16, 2018

 

TD Ameritrade Institutional Expands RIA Access to Environmental, Social and Governance Investing

RIAs now can access socially responsible investing strategies through Model Market Center™

 

JERSEY CITY, N.J., May 16, 2018

 

RIAs Tell TD Ameritrade that 41% of Incoming Clients Will Be Gen X and Millennials By 2023

To Meet Next Gen Demand, RIAs Say Changes in Marketing, Networking Are Critical

 

JERSEY CITY, N.J., May 9, 2018

 

TD Ameritrade Institutional Welcomes Applications for 2018 NextGen Financial Planning Scholarships & Grants

Applications Accepted Online Now Through June 1, 2018

 

JERSEY CITY, N.J., April 3, 2018

 

When Navigating the New Tax Code, Investors Put Their Trust in Financial Advisors: TD Ameritrade Institutional Survey

Survey finds 41 percent expect tax changes to help economy, 35 percent see a negative impact

 

JERSEY CITY, N.J., March 1, 2018

 

TD Ameritrade Institutional’s Model Market Center Lets RIAs Streamline Investment Management – For Less

A marketplace of models lets RIAs research and implement third-party investment strategies for their client portfolios

 

JERSEY CITY, N.J., Jan. 17, 2018

 

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