An advertiser's-eye view of TD Ameritrade's cram-packed RIA conference

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.

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…...

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

Brooke,
thanks for clearing that up….accidents do happen, no matter how strange.....

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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