OMAHA, Neb.--()--TD AMERITRADE Institutional, a division of TD AMERITRADE, Inc., a subsidiary of TD AMERITRADE Holding Corporation (NASDAQ: AMTD), will host its annual Fall Regional Conference on September 20, 2010, at The Westin St. Francis in San Francisco, Calif. “Maximize + Thrive” is the theme of this year’s conference, which is designed to provide independent registered investment advisors (RIAs) professional development opportunities to help navigate the current economic environment and regulatory landscape and benefit from best practices for growing their businesses.
“Additionally, there are significant growth opportunities for RIAs who are ready to take their businesses to the next level and our conference intends to generate new ideas to help get them there.”
“This year’s conference lineup will provide advisors with the insights and knowledge they need to help their clients navigate the volatile markets and understand the impacts of the recently signed financial services reform bill,” said Tom Bradley, president of TD AMERITRADE Institutional. “Additionally, there are significant growth opportunities for RIAs who are ready to take their businesses to the next level and our conference intends to generate new ideas to help get them there.”
Attendees will benefit from multiple workshops on topics ranging from wealth management, practice management, regulatory and compliance issues to technology, all designed specifically to meet the needs of RIAs.
Keynote presenter, economist, actor and author Ben Stein will speak on current economic trends, issues and opportunities for advisors. Combining a unique perspective on the global economic situation with humorous anecdotes and advice to policy makers, Mr. Stein is set to deliver entertaining and informative commentary on today’s financial markets.
TD AMERITRADE Institutional’s Fall Regional Conference will give advisors access to some of the industry’s leading experts including:
- Fred Tomczyk, president and chief executive officer, TD AMERITRADE
- Tom Bradley, president, TD AMERITRADE Institutional
- Ben Stein, economist, actor and author
- Beata Caranci, associate vice president and deputy chief economist, TD Bank Financial Group
TD AMERITRADE Institutional has also planned two panel discussions to address key issues impacting advisors’ businesses including the Barron’s Elite Advisor Panel, “Capitalizing on Positive Long-Term Opportunities and Achieving Business Growth,” moderated by Sterling Shea, managing director of advisor & wealth management programs for Barron’s. Skip Schweiss, managing director of advisor advocacy and industry affairs for TD AMERITRADE Institutional, will moderate another panel discussion to address the regulatory reform environment and the impact to RIAs.
ADVISOR REGISTRATION:
For more information on TD AMERITRADE
Institutional conferences, please visit www.tdaconferences.com
or call 866-709-8400.
MEDIA REGISTRATION:
Register online at www.tdaconferences.com
or call 866-709-8400. A media suite will be available for working
journalists. To request interviews, please call 402-574-6569 or email kristin.petrick@tdameritrade.com.
AMTD-G
About TD AMERITRADE Institutional
TD AMERITRADE
Institutional is a leading provider of comprehensive brokerage and
custody services to over 4,000 fee-based, independent registered
investment advisors and their clients.1 Our advanced
technology platform, coupled with personal support from our dedicated
service teams, allows investment advisors to run their practices more
efficiently and effectively while optimizing time with clients.
About TD AMERITRADE Holding Corporation
TD AMERITRADE
Holding Corporation, through its brokerage subsidiaries,2
combines innovative trading technology, easy-to-use and understand
investment tools and services, investor education and superior client
service to create a market-leading financial services experience. Now
home to the award-winning thinkorswim trading technology3 and
the Investools investor education program, TD AMERITRADE provides
millions of retail investors, traders and independent registered
investment advisors (RIAs) with the tools, service and support they need
to help build confidence in today’s rapidly changing market environment.
The company’s common stock trades under the ticker symbol AMTD. For more
information, please visit www.amtd.com.
1TD AMERITRADE Institutional, Division of TD AMERITRADE,
Inc., member FINRA/SIPC.
2 TD AMERITRADE, Inc., member
FINRA (www.FINRA.org)
/SIPC (www.SIPC.org)
/NFA (www.nfa.futures.org),
and TD AMERITRADE Clearing, Inc., member FINRA/SIPC.
3thinkorswim,
prior to joining TD AMERITRADE, earned 4.9 stars, the top score, in the
category “Trading Technology,” and was rated #1 overall online broker in Barron’s
ranking of online brokers, 3/15/2010. thinkorswim was evaluated versus
others in eight total categories, including trade experience, trading
technology, usability, range of offerings, research amenities, portfolio
analysis and reporting, customer service and education and costs.
thinkorswim topped the list in 2006, 2007, 2009 and 2010 with the
highest weighted-average score. Barron’s is a registered
trademark of Dow Jones & Company © 2006-2010.

