Articles tagged "Fred Tomczyk"
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Tim Hockey leaves baffled analysts (and everyone else) probing for answers to explain abrupt departure plan as TD Ameritrade CEO; It's about... nothing!
Discount brokers are facing myriad issues as trading fees continue sliding to zero, causing TD's board to seek a more RIA friendly CEO
August 8, 2019 at 6:32 PM
Tim Hockey goes to Florida with an RIA 'problem' that's not RIAs
The TD Ameritrade CEO relies on 6,000 registered investment advisors for 80% of growth -- skewed by big, big 'bus drivers' like Ric Edelman and Ron Carson
February 1, 2018 at 11:17 PM
A look inside the agonizing decision to cut Tom Bradley from TD Ameritrade and what doesn't seem to add up
CEO Tim Hockey accords Peter deSilva a cultural edge as retail chief though Scottrade only hired him in 2016 -- either way there's 'no place' for Bradley after a 30-year run at TD
September 21, 2017 at 6:31 PM
New TD Ameritrade CEO, fresh from bank, will 'reassess' putting TD brand on products and redefining open architecture
Tim Hockey, poised to meet advisors in San Diego next week, allows that RIA business is a 'real gem' but may also be priming the pump to put more proprietary products on the shelves at 600 TD and Scottrade branches
January 26, 2017 at 11:05 PM
Why luring 401(k) assets to IRA rollovers in a post-DOL-rule world remains child's play, which keeps $7.6 trillion in the IRA game and growing
Clients still hate 401(k) inflexibility around withdrawals and the DOL granted advisors the upper hand in getting clients to sign away protections with regard to pricier products
April 20, 2016 at 8:25 PM
With Veo Village hive buzzing in background, Tom Nally rides herd on RIA 'Wild West' threats at vibrant LINC 2016
The laptop guys in another room won plaudits as the TD RIA custody chief counseled RIAs to embrace more practice audits and communicate more by story, less by Orwell
February 8, 2016 at 7:07 PM
Why the RIA business starts 2016 without its swagger: 2014 and 2015
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium
January 11, 2016 at 11:42 PM
Fred Tomczyk to retire as CEO of TD Ameritrade
The ex-Ivy League hockey star will be replaced by a Canadian Toronto-Dominion Bank exec named Tim Hockey
November 10, 2015 at 7:36 PM
TD Ameritrade CEO sees RIA custody competitors adjusting to his killer strategy -- even as he whips his in-house RIA into shape
The Jersey City, N.J. custodian's under-the-radar hypergrowth rate is now also big in absolute terms, which may attract unwanted attention from absolute giants
November 5, 2015 at 8:34 PM
TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play
Tom Bradley is cobbling together Amerivest and its $11 billion AUM adding iRebal and Morningstar and tasking engineers with bringing the robo aspects of the site up to snuff
July 2, 2015 at 7:02 PM
With Tom Bradley heading a new high-net-worth effort, TD Ameritrade will compete with RIAs, at least obliquely
The Omaha-based broker will use the ex-RIA chief to go after $1-million-plus accounts
June 12, 2015 at 10:38 PM
New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!
TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab
February 2, 2015 at 5:21 AM
Fred Tomczyk responds to a Wall Street analyst who cites leaked first draft of report written by three professors
The paper purports to have found trade order-routing conflicts used by the retail brokers, including TD, but any final draft may be months away
August 12, 2014 at 10:57 PM
How TD Ameritrade's patient, patient bet on RIAs is finally paying off
CEO Fred Tomczyk is talking advisor software like he might have previously discussed trade volume as RIA assets, and prospects, soar
July 28, 2014 at 9:22 PM
Preparing to appear before Senate subcommittee, TD Ameritrade discloses order-routing revenue
The company made $236 million in revenue sharing in 2013