Sep 27, 2012 ---
RIAConnect, a new independent registered investment adviser (RIA) matchmaking service from TD Ameritrade Institutional, allows RIAs to network and form partnerships.
The service lets advisers interested in becoming breakaway
brokers to explore existing RIA firms, form strategic relationships with other
RIAs or develop a succession plan.
“As breakaway brokers continue to seek the benefits of the
independent RIA model and a large number of RIAs near retirement, we’re seeing
unprecedented opportunities to create mutually beneficial relationships between
advisers,” said Ben Welch, adviser business development, TD Ameritrade
Institutional. “RIAConnect meets the increasing demand for a more effective way
to connect firms and helps support adviser growth potential.”
Through RIAConnect, TD Ameritrade helps to take advisers’
guesswork out of finding the right fit by carefully vetting and arranging
introductions between adviser firms. “Each firm must meet rigorous
standards—including a competitive compensation model, proven adviser transition
capabilities, an excellent technology platform and operations support and
strong compliance systems,” TD Ameritrade said.
More information on the program is available here: