TD Ameritrade Institutional says that it has helped more than 1,000 advisors become RIAs since 2010, more than any other custodian.

One key, according to Pete Dorsey, managing director of sales at TDAI, has been his firm’s success in dispelling myths about going independent. “Once we bring clarity to those myths,” he said, “advisors feel more confident about working with us.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access