This week, we have an online-only bonus Masters in Business, straight from the TD Elite LINK conference held last month in lovely Dana Point, California.
At the event, I interviewed Tim Hockey, CEO and President of TD Ameritrade, a company that serves individual investors and independent RIAs (total client assets custodied at TD: $1.3 trillion, as of June 30) Also on stage with us, was my second guest, Tom Nally, President of TD Ameritrade Institutional, which provides custody and brokerage services to more than 7,000 independent RIAs (custodying roughly $650B).
The Elite LINC is a more intimate conference for executives leading some of the industry’s largest and most successful RIA firms. It is is hosted by TD each year.
Full disclosure: Ritholtz Wealth management custodies assets at both TD and Schwab.
A transcript of our conversation is available here.
You can stream/download the full conversation, including the podcast extras on Apple iTunes, Bloomberg, Spotify, Google Podcasts, Overcast, and Stitcher. All of our earlier podcasts on your favorite hosts can be found here.