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Thoughts from the TD Ameritrade National Conference


Exchange traded fund investment advisors converged on the TD Ameritrade Institutional 2013 National Conference where registered investment advisors heard about the changing global economy and strategies and tools to effectively navigate the markets.

At the conference, TD Ameritrade Institutional President Tom Nally announced the upcoming launch of web-version of iRebal, a portfolio rebalancing software program, that will “help advisors achieve greater scale for their investment management businesses, allowing a wider range of investors to benefit from the services of a financial advisor.”

The iRebal program promises to make allocation changes quickly to react to changing market conditions.

Nally also discussed a series of initiatives to support the next generation of financial advisors, including the TD Ameritrade Institutional NextGen Scholarship Program and Financial Planning Education Grant to jump start financial planning curriculum among universities.

“Advisors tell us recruiting is a top business challenge,” Nally added. ” They are concerned about succession planning and want to leave their clients in capable hands once they decide to retire or exit the business.”

Moreover, TD Ameritrade Institutional announced that it will host a Fiduciary Leadership Summit on June 13. 2013. The summit will touch upon regulatory proposals such as the Dodd-Frank Wall Street Reform and Consumer Protection Act.

“The Summit offers an opportunity for industry stakeholders to come together and discuss ways to help guide policymakers toward the best possible outcomes for RIAs and their retail investor clients,” Nally added.

The TD Ameritrade National Conference is held between January 30 to February 2.

TD Ameritrade was recently named one of the best low-cost online brokers for ETFs, according to an Investors’ Business Daily survey. [Low-Cost Online Brokers for ETFs]

For more information on conferences, visit our ETF conferences category.

The opinions and forecasts expressed herein are solely those of Tom Lydon, and may not actually come to pass. Information on this site should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any product.