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Presidents’ Day Holiday Schedule

Please be advised of the following Presidents’ Day Schedule for TD Ameritrade:

Friday, February 17, 2017:

  • OTC Fixed Income Market – Standard Close
  • US Equity Market / Listed Bond Market – Standard Close at 4:00 PM ET
  • TD Ameritrade Institutional – Standard Hours of Operation

Monday, February 20, 2017:

Panel Discussion: The Agency Builder

Our latest beta test is now underway: The Agency Builder System, a final expense and mortgage protection life process. The next registration for new beta group members will begin Summer 2017.

With 10,000 Baby Boomers turning age 65 in the next 14 years, there is a big opportunity for advisors to cross-sell products to this marketplace. […]
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DOL Rule Delay Update

The DOL has started the formal process to delay the fiduciary rule applicability date currently scheduled for April 10. The amount of time for this delay is still uncertain, but many are reporting 180 days. They initiated this process by sending a Notice of Proposed Rulemaking (NPRM) to the White House Office of Management and […]
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ETF Portfolio Line Now Available

In an effort to provide you and your clients with alternatives to the PCA Dimensional portfolios, the Investment Committee has created a menu of ETFs portfolios in alignment with our evidence based investment philosophy with asset allocation, geographic exposure, and “tilt” (toward small and value) similar to Dimensional model portfolios we manage. The ETFs have […]
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TD Ameritrade Mailing Address Changes

Please note the recent announcement from TD Ameritrade in regards to changes in the overnight and standard mailing addresses.

Notice: Change in Mailing Addresses

Beginning Friday, February 24, TD Ameritrade Institutional will have new mailing addresses for overnight and standard U.S. mail. We ask that you take note of the new addresses and begin using […]
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Small Group Holistic Advisor Academy

Have a friend or colleague who would benefit from Clarity 2 Prosperity training and processes?

We will be hosting an introductory meeting in Cleveland next month—the perfect opportunity for new advisors to check out what we have to offer. This will be a hands-on, educational event that will deliver immediate value, as well as an […]
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Not so fast on DOL rule

I am following up on the article published by InvestmentNews I sent on the Fiduciary rule being delayed 180 days.

An executive order was drafted by the White House and circulated that included instructions to delay the applicability date under the assumption Trump would sign it the following day (Friday).

What actually happened […]
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Trump to halt Fiduciary Rule

Delaying implementation of the Labor Department rule is the first step Republicans and the finance industry are eyeing as part of a broader overhaul of the measure.

Click here to read more on this in InvestmentNews


Allianz is giving guarantees a boost!

Enhancements on Allianz fixed index annuities (FIA) effective Tuesday, February 7, 2017

Effective Tuesday, February 7, 2017, your clients can take advantage of increased bonus and withdrawal percentage guarantees on Allianz Life Insurance Company of North America (Allianz) fixed index annuities. These product changes will require use of new Statements of Understanding and consumer brochures. From […]
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