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Articles tagged "Mike Watson"


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Mike Watson: I was appealed to by TD's executive management team.

TD Ameritrade poaches Mike Watson back from LPL to head new unit targeting 100 mega-RIAs

The Omaha, Neb. -based firm move shows its intent to take its foot-in-the-door strategy to the RIA stratosphere

October 30, 2013 at 6:13 PM

Christine Gaze: I was astounded by the culture.

TD Ameritrade poaches 'bowled over' Morgan Stanley Private Bank exec to fill key role

Christine Gaze has picked up best practices secrets in the full-service world that she's now taking to TD RIAs

April 25, 2012 at 4:41 AM

Mike Byrnes: Likely, the advisor's lack of preparation leads to a fire sale, or even worse, the business just disbands and the clients are left out in the cold.

Have an aversion to succession plans? Consider a continuity pact as a vital baby step

Dying without any plan is inviting disaster for family, employees and clients

February 1, 2012 at 10:56 PM

Watson is expected to help achieve the company's goal of establishing increased personal contact with advisors

LPL lures a TD Ameritrade talent across the San Diego street

Mike Watson will bring his practice-management expertise to 1,400 LPL reps

August 5, 2011 at 1:09 PM

David DeVoe: The numbers have slowly crept up in terms of advisors that have these plans in place but we still see situations where folks don’t.

Favorite succession plan of RIAs remains the same: none at all

The biggest impediment to planning is finding a successor

June 7, 2010 at 5:23 AM

Mike Watson: A lot of advisors went into hibernation the last couple of years.

M&A market for RIAs sprints to record start in 2010

Deals are mostly smaller thus far but activity behind the scenes is intense

April 9, 2010 at 6:27 AM

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