Tim Hockey and Tom Nally Discuss Robo Advisors

Tim Hockey and Tom Nally Discuss Robo Advisors

1 Stunde 2 Minuten
Podcast
Podcaster
Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Beschreibung

vor 5 Jahren

Bloomberg Opinion columnist Barry Ritholtz interviews Tim Hockey
and Tom Nally


Tim 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.


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