TD Ameritrade’s Tom Bradley Receives the 2013 Pioneers in Financial Services Award from William Paterson University Commitment to advancing the financial services profession continues with a focus on the next generation of advisors Business Wire OMAHA, Neb. -- April 22, 2013 Tom Bradley, president of retail distribution at TD Ameritrade, has been awarded the 2013 Pioneers in Financial Services Award by William Paterson University’s Cotsakos College of Business. The award recognizes individuals, groups or organizations that have dedicated themselves to improving and enhancing the financial services profession while making a positive difference in their regional, national or global communities. John C. Bogle, founder and former CEO of Vanguard, received the inaugural award in 2012. “For more than two decades, Tom Bradley has been one of the most influential people in the advisor community,” says Lukas Dean, assistant professor of economics, finance and global business and director of the University’s financial planning program. “He has helped grow TD Ameritrade Institutional into a major player in the fastest-growing segment of financial services by expanding technology, being an advocate for consumer protection and putting his clients first. He is truly a pioneer in the industry.” Bradley has spent more than 25 years working in the financial services industry, most recently serving as president of TD Ameritrade Institutional^1, TD Ameritrade’s business unit supporting independent registered investment advisors (RIAs). Over his tenure, he built a reputation for his advocacy efforts championing issues impacting RIAs and their clients. In 2012, Bradley was tapped to lead TD Ameritrade’s retail investor business and Tom Nally was appointed the new head of TD Ameritrade Institutional. “Tom Bradley has long believed that the RIA model is the right financial advice model for investors and for the past 25 years has been one of the industry’s most vocal advocates,” said Tom Nally president, TD Ameritrade Institutional. “I’ve had the good fortune and opportunity to work with Tom for two decades and I’m honored to build on his legacy. His vision and passion for serving clients and doing the right thing for investors inspired me from day one and continue to do so today.” While Bradley helped shape the RIA industry, TD Ameritrade Institutional is focusing on its future. Over the next decade, the financial planning industry is expected to grow by 32 percent, more than 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. In an effort to promote careers in financial planning and attract top talent to the advisor industry, TD Ameritrade Institutional will offer $1 million in scholarships and grants to students and universities over the next ten years. 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. “TD Ameritrade Institutional has been a longtime supporter of financial planning education, including programs offered at William Paterson University,” added Nally. “We’re pleased the university has chosen to recognize Tom Bradley and we look forward to continuing the important work of cultivating a new generation of financial professionals and raising the profile of financial planning as a worthwhile career.” In 2011, Bradley was named one of the 25 most influential people in the RIA community by Investment Advisor magazine, an honor he received in 2004, 2006 and 2009 as well. Bradley was named “Visionary of the Year" by Texas Tech University's Division of Personal Financial Planning in 2008. The National Association of Personal Financial Advisors (NAPFA) also recognized Bradley with the 2006 Special Achievement Award. TD Ameritrade and third parties mentioned above are separate and unaffiliated and not responsible for each other’s content, policies, or services. 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 nearly 38 years. An official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com, or follow @TDAmeritradePR for more information. Brokerage services provided by TDAmeritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org) ^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 Contact: TD Ameritrade Kristin Petrick, 402-574-6569 Communications & Public Affairs email@example.com On Twitter @TDAmeritradePR
TD Ameritrade’s Tom Bradley Receives the 2013 Pioneers in Financial Services Award from William Paterson University
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