TD Ameritrade Institutional Leads Talent Search for Next Generation Advisors

  TD Ameritrade Institutional Leads Talent Search for Next Generation Advisors

           Student Programs Encourage Careers in Financial Planning

Business Wire

SAN DIEGO -- January 31, 2013

In an effort to promote careers in financial planning and attract top talent
to the advisor industry, TD Ameritrade Institutional^1 announces a series of
initiatives to support the next generation of financial advisors. The TD
Ameritrade Institutional NextGen Scholarship program and Financial Planning
Education Grant will provide funding to increase student enrollment in
financial planning programs and encourage universities to innovate in the area
of financial planning curriculum.

Over the next decade, the financial planning industry is expected to grow by
32 percent, nearly twice the average growth rate of all other occupations (14
percent)^2. Strong demand for advisory services, coupled with the fact that
less than six percent of existing advisors are under the age of 30, points to
a worsening talent shortage^3.

“Advisors tell us recruiting is a top business challenge. They are concerned
about succession planning and want to leave their clients in capable hands
once they decide to retire or exit the business,” said Tom Nally, president,
TD Ameritrade Institutional. “TD Ameritrade Institutional is committed to
raising the profile of financial planning as a worthwhile career. Programs to
recruit and develop younger talent can help mid-sized registered investment
advisor (“RIA”) firms close the gap with their larger counterparts and
position the RIA channel as a destination for new advisors, a market position
previously held by wirehouses.”

In 2013, TD Ameritrade Institutional will provide individual scholarships
valued at $5,000 each to 10 deserving and talented students enrolled in
undergraduate financial planning programs. A $50,000 grant will be provided to
a university which best demonstrates a commitment to educating the industry’s
future financial professionals. “We believe competition for this grant among
higher education institutions will encourage innovation and support greater
investment in financial planning curriculum,” added Nally.

Applications will be accepted starting April 1, 2013.

  *Scholarship applications are due May 15, ^ 2013 and will be awarded Aug.
    1, 2013.
  *Grant applications are due June 1, 2013 and will be awarded Sept. 1, 2013.

TD Ameritrade Institutional will host more than 30 students at its annual
National Conference, Jan. 30-Feb.1, 2013 in San Diego  from nine universities,
representing the top financial planning undergraduate programs nationally.
Students and advisors attending the conference will be given opportunities to
network and connect for internships and potential job placements.

TD Ameritrade Institutional has been a longtime supporter of several
university programs including the Learning Lab at the University of Minnesota
at Duluth, which provides hands-on educational opportunities for financial
planning students, the annual University of Dayton R.I.S.E. (Redefining
Investment Strategy Education) Forum and Texas Tech University’s Personal
Financial Planning department.

For more information about the NextGen Scholarship and Grant program, please

For more information about TD Ameritrade Institutional, please visit

For updates and news, visit, follow us on Twitter
@TDA4Advisors and connect on LinkedIn.

TD Ameritrade is separate from and not affiliated with the educational
institutions mentioned above.

About TD Ameritrade Institutional
TD Ameritrade Institutional^1 is a leading provider of comprehensive brokerage
and custody services to more than 4,500 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. TD
Ameritrade has time and again been recognized as a leader in investment
services. Please visit TD Ameritrade’s newsroom or for more

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

^1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a
brokerage subsidiary of TD Ameritrade Holding Corporation.
^2Bureau of Labor Statistics, “Employment Projections to 2020”, Monthly Labor
Review, January 2012
^3Cerulli Quantitative Update, Advisor Metrics 2010



TD Ameritrade
Kristin Petrick, 402-574-6569
Communications & Public Affairs
Mobile: 402-218-9813
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