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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

“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

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 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 ( /SIPC ( /NFA (

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.


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