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Articles tagged "TD Ameritrade Elite Advisor Summit"

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Fred Tomczyk: [We’re] protective of [our] brand and client experiences. Owning is the right experience for us.

TD Ameritrade and Schwab at odds on franchise model

TD's CEO Fred Tomczyk questions Schwab's approach to greater distribution using independent contractors

June 16, 2011 at 2:33 PM
Jody Agius Vallejo: Merrill Lynch is one of the major sponsors of [Hispanic business] events. They’ve made a major effort to reach out to this population.

Vallejo makes case that advisors shouldn't ignore the Hispanic market of investors

Speaker at TD conference uses demographic data and the example of Merrill Lynch to help make her point

June 10, 2010 at 6:03 AM
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