Back to AMTD
TD Ameritrade Institutional Sharpens Focus on Growing Financial Force: Women

TD Ameritrade Institutional1 is getting in touch with its feminine side, supporting the professional development of women advisors and expanding efforts to help independent registered investment advisors (RIAs) market to women investors.

As the exclusive sponsor of the 2012 National Association of Personal Financial Advisors (NAPFA) Women’s Initiative, TD Ameritrade Institutional will offer educational and networking opportunities for women advisors at the NAPFA National Conference, May 8-11 in Chicago. TD Ameritrade Institutional will also make available to advisors the Women of Wealth Report, a study revealing what women want from their financial advisors. The whitepaper, based on research conducted by the Family Wealth Advisors Council, sheds light on opportunities for the financial services industry to attract and retain women clients. Advisors can request a free copy of the report by emailing practicemanagement@tdameritrade.com.

“TD Ameritrade Institutional recognizes the growing influence women have on the wealth management industry and the need for advisory firms to evolve their product and service delivery to better serve female investors,” said Tom Nally, president, TD Ameritrade Institutional. “In addition to helping advisors market to the unique needs and concerns of women, we are committed to cultivating current and future generations of women advisors by providing professional development and networking opportunities at our own conferences and industry events, such as NAPFA’s National Conference.”

2012 NAPFA Women’s Initiative and National Conference, May 8-11, Chicago

TD Ameritrade Institutional’s support of the 2012 NAPFA Women’s Initiative includes sponsoring a series of women-focused sessions on the NAPFA National Conference agenda. The presentations are designed to inform both men and women on topics including communications skills, attracting and retaining top female talent and best practices for serving the needs of women investors. Women-focused sessions include:

Interactive Working Session: Presenting Yourself Powerfully: A session designed to help advisors communicate effectively with clients and staff and develop skills to inspire trust and credibility.

Rising up, Women through the Ranks: Attendees learn how to cultivate female talent and why it makes good business sense.

Movie and Discussion: “Miss Representation”: The film explores the glass ceiling that many women struggle to break through and the double standards applied to women in terms of appearance and persona.

Women’s Panel Discussion moderated by Personal Finance Columnist, Terry Savage: The panel of women investors will explore the challenges of navigating through a variety of life transitions, including divorce, death of a spouse and inheritance. This panel aims to help advisors gain greater insights into working with women clients.

Even Par: How Golf Helps Women Gain the Upper Hand in Business: Women continue to cite golf as a barrier to advancement in the workplace. This session aims to debunk the myths and fears women have about playing golf and makes the business case for picking up the clubs.

Free Whitepaper: “Women of Wealth, Why Does the Financial Services Industry Still Not Hear Them?"

“TD Ameritrade Institutional recognizes that marketing to women is not “one size fits all” said Kate Healy, director, TD Ameritrade Institutional, who manages the firm’s overall women’s initiative. “As part of our efforts to educate advisors on the differences within the women’s market, we seek to provide resources that speak to the unique needs faced by women. The Women of Wealth study showcases why it is so important for advisors to understand the differences.”

The Family Wealth Advisors Council surveyed more than 550 affluent women seeking insights on their relationships with financial advisors and perceptions of the financial services industry. The study found that while financial service firms claim to be focusing more on women, most advisors are still missing the mark. The study details the economics of the women’s market and the demographic shift in financial power. The research provides a roadmap for advisors looking to understand and be more responsive to the needs of women investors.

Advisors can receive a full copy of the report by emailing TD Ameritrade Institutional consultants at practicemanagement@tdameritrade.com.

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. 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

Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information.

For the latest TD Ameritrade Holding Corporation news and information, follow the Company on Twitter, @TDAmeritradePR.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org)

1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

TD Ameritrade Institutional, NAPFA and the Family Wealth Advisors Council are separate and unaffiliated.

AMTD-G

(c) 2014 Business Wire, Inc., All rights reserved. All of the news releases and other content contained herein are protected by copyright and other applicable laws, treaties and conventions. Information contained in the releases is furnished by Business Wire's members, who warrant that they are solely responsible for the content, accuracy and originality of the information contained therein. Any copying or reproduction (other than for an individual user's personal reference), redistribution, reposting or other transmission or communication is expressly prohibited without prior written permission of Business Wire, Inc
Back to AMTD
Wikinvest © 2006, 2007, 2008, 2009, 2010, 2011, 2012. Use of this site is subject to express Terms of Service, Privacy Policy, and Disclaimer. By continuing past this page, you agree to abide by these terms. Any information provided by Wikinvest, including but not limited to company data, competitors, business analysis, market share, sales revenues and other operating metrics, earnings call analysis, conference call transcripts, industry information, or price targets should not be construed as research, trading tips or recommendations, or investment advice and is provided with no warrants as to its accuracy. Stock market data, including US and International equity symbols, stock quotes, share prices, earnings ratios, and other fundamental data is provided by data partners. Stock market quotes delayed at least 15 minutes for NASDAQ, 20 mins for NYSE and AMEX. Market data by Xignite. See data providers for more details. Company names, products, services and branding cited herein may be trademarks or registered trademarks of their respective owners. The use of trademarks or service marks of another is not a representation that the other is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by Wikinvest.
Powered by MediaWiki