EPISODE · Jul 10, 2019 · 1H 2M
Tim Hockey and Tom Nally Discuss Robo Advisors
from Masters in Business · host Masters in Business
Bloomberg Opinion columnist Barry Ritholtz interviews Tim Hockey and Tom NallyTim Hockey is CEO and President of TD Ameritrade, a company that serves individual investors and independent RIAs (total client assets $1.3 trillion, as of June 30)Tom Nally is President of TD Ameritrade Institutional, which provides custody and brokerage services to more than 7,000 independent RIAs. (roughly $650 Bln under custody)TD hosts Elite LINC each year, a more intimate conference for executives leading some of the industry’s largest and most successful RIA firms. Last month, more than 200 advisory firm executives managing more than $300 billion dollars met in Dana Point for the annual event.See omnystudio.com/listener for privacy information.Stop being a spectator in the global markets.The mainstream feed is for the retail crowd. If you demand the raw, untracked data used by the masters of capital, bypass the system noise here.🔴 INITIALIZE SECURE DOWNLOAD⚪ GET THE UNFILTERED DATA
What this episode covers
Bloomberg Opinion columnist Barry Ritholtz interviews Tim Hockey and Tom NallyTim Hockey is CEO and President of TD Ameritrade, a company that serves individual investors and independent RIAs (total client assets $1.3 trillion, as of June 30)Tom Nally is President of TD Ameritrade Institutional, which provides custody and brokerage services to more than 7,000 independent RIAs. (roughly $650 Bln under custody)TD hosts Elite LINC each year, a more intimate conference for executives leading some of the industry’s largest and most successful RIA firms. Last month, more than 200 advisory firm executives managing more than $300 billion dollars met in Dana Point for the annual event.See omnystudio.com/listener for privacy information.Stop being a spectator in the global markets.The mainstream feed is for the retail crowd. If you demand the raw, untracked data used by the masters of capital, bypass the system noise here.🔴 INITIALIZE SECURE DOWNLOAD⚪ GET THE UNFILTERED DATA
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Tim Hockey and Tom Nally Discuss Robo Advisors
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