Innovation, the Election, and the Economy to be Addressed at TD Ameritrade Institutional 2012 Fall Regional Conference

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Independent Registered Investment Advisors converge for workshops, networking opportunities Tuesday, October 23rd.

“Advisors in attendance can expect thoughtful conversations on the outlook for our industry and how to best serve their clients as we brace for continued uncertainty on multiple fronts, including the political, economic and regulatory environments."

Independent registered investment advisors (RIAs) will hear from political powerhouses, innovative thought leaders and industry influencers at TD Ameritrade Institutional’s 2012 Fall Regional Conference. Paul Begala, political analyst and commentator for CNN and Newsweek columnist, and Bill Kristol, founder and editor of the Weekly Standard and panelist for FOX News Sunday are featured keynote speakers. The political pundits will deliver a timely point/counterpoint discussion on the political landscape just days before the 2012 Presidential election.

Fred Tomczyk, president and chief executive officer, TD Ameritrade Holding Corporation, and Tom Nally, president, TD Ameritrade Institutional1, are set to provide an outlook on the state of the business and the RIA industry. Deputy chief economist for TD Bank Group, Beata Caranci, will deliver perspectives on U.S. and global economies. Luke Williams, professor of innovation and entrepreneurship at New York University Stern School of Business and author of Disrupt: Think the Unthinkable to Spark Transformation in Your Business, will offer a thought-provoking session on innovation and leadership.

“The challenging economic climate and ongoing gridlock in Washington weighs on the minds of advisors and investors as the presidential election approaches,” said Tom Nally. “Advisors in attendance can expect thoughtful conversations on the outlook for our industry and how to best serve their clients as we brace for continued uncertainty on multiple fronts, including the political, economic and regulatory environments.”

More than 250 RIAs are expected to gather for the one-day conference at the St. Regis Monarch Beach in Dana Point, Calif. on Tuesday, October 23rd. Advisors will have the opportunity to participate in valuable social media workshops focused on building and strengthening their social media brand. Breakout sessions will cover topics on business growth, emerging demographics, technology integration and investment strategies. The afternoon session will feature a debate on the harmonization of the fiduciary standard and advisor oversight and include representatives from Investment Adviser Association, Consumer Federation of America, Securities Industry and Financial Markets Association and TD Ameritrade Institutional.

To register for the conference and view a full schedule, go to or call the TD Ameritrade Institutional conference hotline at (800) 326-7507 for assistance.

To learn more about TD Ameritrade Institutional, please visit Attendees wishing to participate in the twitter conversation can utilize #TDAIFall12 to engage in the conversation or visit the LinkedIn event page.

Follow TD Ameritrade on Twitter @TDAmeritradePR for updates on the conference.

Register online at A media suite will be available for working journalists. To request an interview, please contact Jessica Taylor at jessica.taylor (at) tdameritrade (dot) com or (402) 574-6651.

Beata Caranci is an employee of TD Bank Group, an affiliate of TD Ameritrade, Inc. The opinions and commentary of TD Bank Group employees should not be construed as an endorsement or recommendation of TD Ameritrade, Inc. TD Bank Group has an ownership interest in TD Ameritrade Holding Corporation, which is the parent company of TD Ameritrade, Inc.

Guest speakers and their employers, educators, service providers, industry associations, the venue for this event, and other third parties are separate from and not affiliated with TD Ameritrade, which is not responsible for their services, policies or content.

About TD Ameritrade Institutional
TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent registered investment advisors and their clients. 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
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA ( /SIPC ( /NFA (

1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

TD Ameritrade and the TD Ameritrade Logo are trademarks jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.



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