TD Ameritrade’s Bradley wins award

Texas Tech University's financial planning department to honor J. Thomas Bradley Jr. as “Visionary of the Year.”
FEB 08, 2008
By  Bloomberg
Texas Tech University’s department of personal financial planning has named J. Thomas Bradley Jr., president of TD Ameritrade Institutional, as its “Visionary of the Year.” The award recognizes his 15 years of working with registered investment advisers, according to a statement released by the company at its Partnership Conference in Orlando, Fla. “Tom has led an industry charge, and it has been a watershed event,” said Deena Katz, program director at Texas Tech in Lubbock, Texas, in a statement. “His unwavering diligence and focused work educating the public is truly noble and nothing short of visionary.” TD Ameritrade Institutional is located in Jersey City, N.J. Mr. Bradley will be the second recipient of the award, which will be presented at a dinner in Lubbock on Feb. 29. He is being honored for his work in promoting fiduciary standards, his efforts in helping shape issues that affect the financial industry, educating investors on the differences between RIAs and stockbrokers, and emphasizing that RIAs are required to act in the best interests of their clients and eliminate or disclose conflicts of interest, TD said in a statement. “Tom has led an industry charge, and it has been a watershed event,” Ms. Katz said in a statement. “His unwavering diligence and focused work educating the public is truly noble and nothing short of visionary.”

Latest News

Alaris Acquisitions CEO: AI-driven staff reductions could boost RIA valuations
Alaris Acquisitions CEO: AI-driven staff reductions could boost RIA valuations

CEO Allen Darby sees a coming shift in M&A dynamics as AI eliminates clerical roles at RIAs, leaving buyers and sellers to negotiate who benefits from the added margin.

Private equity in 401(k)s is 'inevitable,' says Meketa Capital CEO
Private equity in 401(k)s is 'inevitable,' says Meketa Capital CEO

Michael Bell explains how the PE push in retirement plans will benefit investors, why warnings around risks may be overplayed, and what it will take to get plan fiduciaries comfortable with private investments.

IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says
IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says

Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA rollover decisions.

GReminders unveils autonomous AI assistant for financial advisors
GReminders unveils autonomous AI assistant for financial advisors

The wealth tech firm is rolling out its "Do Anything" assistant as leaders and strategists tout the next evolution of artificial intelligence.

Court strikes down SEC CAT funding plan, puts broker-dealer costs under fire
Court strikes down SEC CAT funding plan, puts broker-dealer costs under fire

Appeals court overturns SEC’s CAT funding plan, broker-dealers face new uncertainty.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.