TD Ameritrade Institutional brought in Kelli Cruz from InvestmentNews Custom Research group to share information gained from their 2010 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms.
In addition, she moderated a panel with Jonathan Krasney, President & Founder of Krasney Financial, LLC, David McKinley, President & Managing Director of McKinley Carter Wealth Services, Inc. and Anthony Schembri, Partner & Managing Director of Clarfeld Financial Advisors, Inc.
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