I’m in Orlando, Florida at the TD Ameritrade Institutional 2012 National Conference where thousands of registered investment advisors have converged to what appears to be the largest TD Ameritrade Conference to date.
The TD Ameritrade 2012 Conference has attracted its largest group of advisors, with mostly a younger generation of advisors stepping up and learning the trade.
On Thursday, Tom Bradley, president of TD Ameritrade Institutional, shared his views on the state of the RIA industry. Bradley mainly focused on managing market volatility and implementation of technologies to help increase productivity and growth.
I’ve known Tom for years and admire what he and his team have done to help advisors build their practices. We chatted a little on Wednesday night, and he said advisors have been pleased with the conference and the innovative initiatives TD that has been pursuing.
Unsurprisingly, exchange traded funds came up in discussions on risk management, as ETFs have become an integral part in managing risk for many investment portfolios.
TD Ameritrade Institutional also highlighted technological solutions to help expand and efficiently trade in today’s market environment. The series of technological advances will play a critical role in increasing the size and efficiency of businesses as advisors execute complex strategies, Bradley said.
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.