Press Releases

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab and TD Ameritrade about the path to building an industry-leading technology platform for independent advisors. The invite-only event is for companies that are on, or are integrating onto, the Schwab and TD Ameritrade Institutional technology platforms.

WESTLAKE, Texas, February 24, 2021

Schwab Advisor Services Surpasses $10 Million in Grants to Support and Develop the Next Generation of RIA Talent

New scholarship program aims to open doors for new and diverse talent to enter the independent investment advisory profession. Schwab Advisor Services™, in partnership with the Charles Schwab Foundation, today unveiled the RIA Talent Advantage Scholarship Program to remove barriers and open doors for the next generation of talent to engage in and pursue a career in the independent investment advisory profession.

SAN FRANCISCO, California, November 10, 2020

TD Ameritrade Institutional’s Veo One® Wins 2020 Wealth Management Industry Award for Custodian Technology

Model Market Center® secures its second Wealth Management Industry Award for outstanding achievement among investment-model marketplaces.

JERSEY CITY, N.J., September 16, 2020

Covid-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Optimistic RIAs Flex in the Face of 2020 Realities, Using Technology to Serve Clients and Keep Firms Focused on the Long-Game.

JERSEY CITY, N.J., August 25, 2020

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020.

JERSEY CITY, N.J., July 29, 2020

TD Ameritrade Institutional Names 2020 RIA NextGen Scholarship & Grant Winners

Ten-Year, $5M Initiative Seeks to Help attract a New, More Diverse Generation of RIAs and Expand Ranks of University Financial Planning Degree Program.

JERSEY CITY, N.J., July 17, 2020

Increasingly Confident, Brokers Are Exploring a Variety of Breakaway Paths to Becoming Independent RIAs: TD Ameritrade Institutional Survey

Though Breakaway Plans May Be Paused by the Pandemic, Brokers Are Drawn to the Benefits and Advantages of Being an Independent RIA.

JERSEY CITY, N.J., July 1, 2020

TD Ameritrade Institutional Launches Online Tool that Matches RIAs with M&A Opportunities, Successors and Next Gen Talent

New RIAConnect platform makes it easy -- and free -- for independent RIAs to explore potential deals and find top talent through a virtual community

JERSEY CITY, N.J., June 15, 2020

Uncertain Times Are Lined with Opportunities for RIAs to Shine, TD Ameritrade Institutional Analysis Reveals

FA Insight Research Reveals Best Advisor Business Practices and Lessons Learned from the 2008 Financial Crisis

JERSEY CITY, N.J., May 4, 2020

More Schools, More Diversity: TD Ameritrade Institutional Announces 8th Annual NextGen Scholarships & Grants

Latest Awards Part of $5M Commitment to Developing a New, More Diverse Generation of RIAs and Expanding Financial Planning Education at Colleges and Universities

JERSEY CITY, N.J., April 7, 2020

TD Ameritrade Institutional Hosts Virtual Event Series and Opens Access to Free Education Resources to Help Any and All Advisors Navigate Coronavirus Crisis

Coronavirus Continuity Webcast Series and free educational content helps advisors get a handle on crisis planning and navigating market volatility

JERSEY CITY, N.J., March 17, 2020

TD Ameritrade Institutional Encourages Independent RIAs to Pursue Path to a More Modern, Sustainable Future for their Firms

Innovative RIA custodian reveals latest enhancements to its industry-leading technology and investment platforms that help advisors be more productive and scalable

JERSEY CITY, N.J., Jan. 30, 2020

Let’s Make a Deal! M&A Involving RIAs in 2019 Surged 60% – and Doubled From 2017 – to Reach a New Record High, says FA Insight Report

Acquirers from across the industry fueled the surge, including an increase in first-time buyers

JERSEY CITY, N.J., Jan. 15, 2020

Independent RIAs Envision a Clear Path to an Even Brighter 2020, TD Ameritrade Institutional Survey Finds

RIAs Keep a Close Watch on the Economy and Markets, Remain Focused on Technology and Marketing to Sustain Growth In 2020

JERSEY CITY, N.J., Jan. 7, 2020

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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