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Articles tagged "Fred Tomczyk"


Jon Patullo: This isn't endorsing the [software] firm.

How TD Ameritrade is playing the logo game to spur 4,000 of its wavering RIAs to adopt its third-party hook-ups
'Veo Integrated' is a clunky name for smooth hand-offs of data from custodian to vendor to RIA -- and back

Wednesday 7.24.13
Tom Nally and Fred  Tomczyk put their heads together before the opening session.

TD Ameritrade Institutional Elite Summit boasts big firms, big ideas and a defiance of the weather
A combined $133 billion AUM of advisors -- made up of 133 advisors -- made for rareified, if highly humid air in Palm Beach

Friday 6.14.13
Flash mob dance crew 'The Poreotics' take center stage at the 17th annual industry conference.

TD celebrates its $200 billion tipping point with an exuberant, VIP-rich conference in San Diego
Malcolm Gladwell, Pat Benatar and Condi Rice were on hand as TD served notice it's going after the $28 trillion millennials will soon bring to the table

Monday 2.4.13
Tom Nally: RIAs have seen a 45% asset growth from high net worth investors since 2005, while the wirehouses have only grown 6%.

TD Ameritrade plants its flag in sunny SoCal, playing host to $100 billion worth of RIAs
The Institutional Fall Regional urged innovations as RIAs become the iPhone to the wirehouse's BlackBerry

Thursday 10.25.12
James Carville lent his big presence and Louisiana accent to a small event with large ambitions.

TD Ameritrade's 2012 Elite Advisor Summit gathers $89 billion of RIA assets under one Laguna Beach umbrella
Fresh off a week of D.C. intensity, the annual event crackled with strong opinions and offensive strategies

Friday 6.15.12
Tom Nally: I think RIAs are finding they're bringing in assets more easily than recently.

'Little' TD Ameritrade keeps moving toward being a big custodian
The custody unit continues to roll at a 100 breakaway per quarter pace as Tom Bradley's replacement settles in

Wednesday 4.18.12
John Bunch: I felt like I can go out on top and do something different.

A few words with John Bunch as he steps into the CEO spot at The Mutual Fund Store
Getting recruited away from TD Ameritrade was a shock but ultimately one that captured his heart

Tuesday 2.14.12
John Bunch's decision to join The Mutual Fund Store sets up a major expansion.

John Bunch is hired as the new CEO of The Mutual Fund Store
The TD Ameritrade and Schwab veteran is charged with dotting the country with MFS company outlets as Adam Bold moves over

Wednesday 2.8.12
Tom Nally finally gets to step up into a role that has been synonymous with Tom Bradley's name.

Tom Nally to take the reins of TD Ameritrade's RIA business from Tom Bradley
Tom Bradley will become president of retail distribution, setting him up as a potential successor to Fred Tomczyk in the CEO role, one expert says

Monday 2.6.12
Tom Bradley has achieved impressive results by not taking life too seriously.

What Tom Bradley's 25-year reign at TD Ameritrade says about the RIA business
People in this industry can be themselves while prospering and inventing a profession

Monday 2.6.12
Dick Cheney expressed some gloomy views about the economy and the terrorist situation.

TD Ameritrade brings some Florida heat to the RIA winter
The custodian rolled out a major event sprawled across multiple hotels

Monday 2.6.12
Fred Tomczyk: My main message to [TD Ameritrade Institutional president] Tom Bradley is: keep it up.

TD Ameritrade chief calls RIA growth a significant factor in 44% 4Q surge
Improved technology geared at recruiting more RIAs and offering a greater breadth of products to long-term investors were cited as growth engines

Tuesday 10.25.11
Fred Tomczyk: [We’re] protective of [our] brand and client experiences. Owning is the right experience for us.

TD Ameritrade and Schwab at odds on franchise model
TD's CEO Fred Tomczyk questions Schwab's approach to greater distribution using independent contractors

Thursday 6.16.11
Tom Bradley: Tony Blair was very gracious, and I was gracious back.

Icy runways and Egyptian rebels had an effect, but TD Ameritrade plows ahead in San Diego
Snow adventures and Blair-on-the-phone mix with RIA growth strategies for siphoning wirehouse assets

Friday 2.4.11
Fred Tomczyk: RIAs will continue to get what they need from TD

7 signs that TD Ameritrade's big conference may be a harbinger of bigger things
The #3 custodian is choosing its own path

Monday 2.8.10
Ed Clark told Fred Tomczyk to 'blow Schwab and Fidelity out of the water.'

Ed Clark: TD Ameritrade will not compete with RIAs through its branches
'Absolutely not' he says in response to RIA's quiz about spread of Canadian practices to US

Monday 2.8.10

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