Tom Nally, the new President of TD Ameritrade Institutional said it is critical for the industry to focus on the next generation of investors and advisors.
“There is a tremendous generational shift we are starting to see already,” Nally said during a sit-down interview at the TD Ameritrade Institutional Elite Summit in California. “By the end of the decade, the next generation, will have over $28 trillion, up from $2 trillion. It is incredible.”
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