TD Ameritrade launches a platform catering to those who want one-stop shop for investing

0
236

Investors can now learn the tricks of the trade directly from TD Ameritrade professionals. The brokerage last week launched Personalized Portfolios, which gives people the opportunity to customize their portfolios by way of a one-on-one relationship with a senior financial consultant at the bank all in one place. “TD Ameritrade [is] known for being in the self-directed space, the active trader,” President and CEO Tim Hockey told Bob Pisani on CNBC’s “Squawk Alley” on Wednesday. “For those clients looking for advice, we tended to hand them off to our IRA business and those advisors that work with us there,” said Hockey, who was in New York for the Sandler O’Neill Global Exchange and Brokerage Conference, taking place on Wednesday and Thursday. “There’s a wide space in between for clients who are looking for more products and services along that continuum,” he said. “And [a] personalized portfolio to us is the next offering that fills in that gap. TD Ameritrade launches a platform catering to those who want one-stop shop for investing

thumbnail courtesy of cnbc.com

LEAVE A REPLY

Please enter your comment!
Please enter your name here