07.02.2008 13:00:00
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Tom Bradley Named Financial Services Visionary of the Year
(Nasdaq:AMTD) In more than 15 years serving Registered Investment
Advisors (RIAs), TD AMERITRADE Institutional President Tom Bradley has
helped define and shape one of the fastest growing segments of financial
services. Educating investors on the differences between RIAs and
stockbrokers, Bradley has supported the fiduciary duty that requires
RIAs to act in the best interests of their clients and eliminate or
disclose conflicts of interest.
It is for his work as a champion for the fiduciary standard of RIAs and
his efforts in helping shape issues that affect the financial industry
that Bradley has been named "Visionary of the
Year” by Texas Tech University’s
Division of Personal Financial Planning.
"Tom has led an industry charge, and it has
been a watershed event,” said Deena Katz,
program director at the University. "His
unwavering diligence and focused work educating the public is truly
noble and nothing short of visionary.”
Bradley has helped create a national platform focused on promoting
fiduciary responsibility in order to benefit RIAs, their industry and
individual investors. This includes an Advisor Education Kit, designed
to help advisors clarify the issue with clients, two surveys to help
campaign on regulatory issues and the creation of a national advertising
campaign focused on educating the public.
Tom is only the second recipient of the award, which will be presented
at a dinner in Lubbock, Texas on February 29, 2008.
For more information on the Personal Financial Planning program at Texas
Technical University, please visit www.depts.ttu.edu/pfp.
For more information on TD AMERITRADE Institutional, please visit www.tdainstitutional.com.
AMTD-G
About TD AMERITRADE Institutional
TD AMERITRADE Institutional is a leading provider of comprehensive
brokerage and custody services to more than 4,500 fee-based, independent
Registered Investment Advisors (RIAs) and their clients.1
Our advanced technology platform, coupled with personal support from our
dedicated service teams, allows investment advisors to run their
practices more efficiently and effectively while optimizing time with
clients.
About TD AMERITRADE Holding Corporation
TD AMERITRADE Holding Corporation, through its brokerage subsidiaries,2
provides a dynamic balance of investment products and services that make
it the investment firm of choice for millions of retail investor and
independent registered investment advisor (RIA) clients. Listed by Barron’s
as the #1 Web browser-based online broker and Forbes as one of
America's best big companies, the Company offers a full spectrum of
investment services, including a leading active trader program,
intuitive long-term investment solutions and a national branch system,
as well as relationships with one of the largest independent RIA
networks.3 The Company’s
common stock trades under the ticker symbol AMTD. For more information,
please visit www.amtd.com.
1TD AMERITRADE Institutional, Division of TD
AMERITRADE, Inc., member FINRA (www.finra.org)
/ SIPC (www.sipc.org).
2TD AMERITRADE, Inc., member FINRA/SIPC,
receives clearing and custodial services from TD AMERITRADE Clearing,
Inc., member FINRA/SIPC. TD AMERITRADE and TD AMERITRADE Clearing, Inc.
are subsidiaries of TD AMERITRADE Holding Corporation.
3"The Best Web
Browser-Based Online Broker” by Barron's,
3/5/2007 based on Trade Experience, Trading Technology, Usability, Range
of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer
Service & Access, and Costs. Barron's is a registered trademark of Dow
Jones, L.P. More info on the Forbes award is available at www.forbes.com/platinum.
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