PALM BEACH, Fla. -- Demographic shifts are coming, and advisors need to prepare or they'll be left in the dust, according to two TD Ameritrade executives.
At the firm's Elite Advisor Summit, which kicked off Tuesday, TD Ameritrade CEO Fred Tomczyk and Tom Nally, president of TD Ameritrade Institutional, tackled the topic of demographic shifts and how advisors will react to such changes.
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