Tim Hockey and Tom Nally Discuss Robo Advisors
Masters in Business

Tim Hockey and Tom Nally Discuss Robo Advisors

Jul 10, 2019
1:02:36
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About this episode

Bloomberg Opinion columnist Barry Ritholtz interviews Tim Hockey and Tom Nally Tim Hockey is CEO and President of TD Ameritrade, a company that serves individual investors and independent RIAs (total client assets $1.3 trillion, as of June 30) Tom Nally is President of TD Ameritrade Institutional, which provides custody and brokerage services to more than 7,000 independent RIAs. (roughly $650 Bln under custody) TD hosts Elite LINC each year, a more intimate conference for executives leading some of the industry’s largest and most successful RIA firms. Last month, more than 200 advisory firm executives managing more than $300 billion dollars met in Dana Point for the annual event. See omnystudio.com/listener for privacy information.

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Episode Details

Author
Bloomberg
Show Type
full
Audio Format
audio/mpeg

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