Events

 

The fi360 Conference features industry experts, hands-on workshops, opportunities for professional CE, and networking at social events. The event draws a broad mix of industry professionals, including advisors, broker-dealers, managers, accountants, TPAs, financial planners, wholesalers, pension specialists, record-keepers, etc. Many attendees also carry other industry-leading credentials, such as the CPA, CLU, ChFC, IMCA, CFA, MBA, and JD. Almost half count themselves as CFP certificants. This is the event for professionals leading the way into a new fiduciary environment.

 

The Inaugural SSG Conference brings independent RIAs to one location, at one-time, to listen and learn from their peers and industry experts. A great line-up of speakers and presenters are scheduled who will focus their discussions on the tools and services RIAs need to grow and enhance their businesses. In addition, 25 firms offering services specifically for RIAs will participate as exhibitors and sponsors.

 

The T3 Conference is the industry’s leading conference on technology as it directly relates to practice management and building a profitable business.

TD Ameritrade Institutional offers world class conferences and events where RIAs can obtain information that is timely and relevant to their specific business needs. Topics cover a broad range, and are centered around our core offering: Practice Management, Technology, Investments and Advisor Advocacy.

Attend the conferences for the opportunity to engage with TD Ameritrade Institutional Senior Management and our tenured, experienced team of professionals. You will often hear world renown leaders as speakers, network with your peers and third-party industry experts, and earn valuable CE credits.