Coronavirus Continuity Webcast Series and free
educational content helps advisors get a handle on crisis planning
and navigating market volatility
As the coronavirus epidemic roils markets, disrupts businesses
and halts face-to-face meetings, TD Ameritrade Institutional1
invites any and all financial advisors to attend new series of
virtual events, offering timely information designed to help them
manage through this challenging period, and take advantage of a
robust suite of on-demand educational resources accessible from
home or the office.
TD Ameritrade Institutional, starting this week, will host an
all-new Coronavirus Continuity Webcast Series, virtual learning
events focused on what advisors need to know, now, from business
continuity planning and managing stress to understanding the virus
and its impact. In addition, an impressive array of selected
e-learning resources relevant to the current crisis will be
available to any and all financial advisors through the TD
Ameritrade Institutional Education Center for the duration of the
health crisis.2
“In challenging times, we need to step up and help one another.
We want to do all we can to minimize the impact of the coronavirus
epidemic for advisors and their clients,” said Tom Nally, President
of TD Ameritrade Institutional. “We’re all faced with disruption to
our business and personal lives, and so we want to make it easier
for advisors to stay informed while staying close to home.”
Advisors are adjusting to an environment that’s anything but
business as usual. Conferences, meetings and public gatherings have
been cancelled for the foreseeable future. The economic outlook is
uncertain. This “new abnormal” has catapulted business continuity
planning and risk mitigation to top of mind for advisors, who need
access to training and education that can help them navigate the
current crisis.
To help advisors better manage their business and work with
clients during this period, TD Ameritrade Institutional is stepping
in and offering access to a robust suite of on-demand learning
opportunities. Just visit
www.tdainstitutional.com/coronaviruscontinuity.2
Virtual Events Offer Timely Insight
TD Ameritrade Institutional will present a series of virtual
educational events that can help all advisors better understand the
scope of the outbreak and explore technologies that can help them
stay engaged with clients amid social distancing, as well as review
investment strategies and best business practices that can turn
crisis into opportunity.
The first webcast, “Making Sense of COVID-19: Current
Evidence and Best Practices,” takes place Wednesday, March
18, at 4:00pm ET. In this session, Dr. Bill Lloyd, Health
Director at Transamerica, will help advisors gain a better
understanding of the COVID-19 outbreak, how they can protect
themselves, manage anxiety and fear at their firms, and how to have
productive conversations with clients.
Following that, TD Ameritrade Institutional will host a weekly
series of virtual learning events focused on a range of timely
topics:
- March 25 – Stress Management in an Upside-Down World –
Learn strategies to help associates and clients better manage the
anxiety caused by the crisis.
- April 1 – Protecting and Repairing a Portfolio in a High
Volatility Environment – As a global health scare roils
markets, trading professionals offer investment management
strategies.
- April 8 – Business Continuity Planning for COVID-19 –
Review the key steps to building and executing business continuity
plans that can help firms navigate turbulent periods.
- April 22 – Moving Client Engagement Virtual – Explore
how new technologies and strategies can help advisory firms serve
and engage with clients virtually.
- April 29 – Finding Opportunity in Turbulent Times – TD
Ameritrade practice management experts will explore strategies in
times of crisis that can position firms for the future.
Visit www.tdainstitutional.com/coronaviruscontinuity to register
and for more details.2
Education Center Open for Business
In addition to these special, live events, TD Ameritrade
Institutional is lending a helping hand to all financial advisors –
whether they are clients or not – by assembling a wealth of
on-demand educational content relevant to helping firms while we’re
experiencing unprecedented market volatility and business
disruption.
On-demand e-learning courses, articles, tools and webcast
replays – more than 50 in all – will be available focused on such
topics as navigating market volatility, business continuity
planning, communicating with clients and associates during times of
crisis, stress management, change management, and using virtual
touchpoints to keep in touch.
TD Ameritrade Institutional also continues to make one of the
industry’s largest online collections of educational resources
available to clients through its Education Center, featuring 3,500
on-demand courses, guidebooks and other resources on a range of
topics – from professional development, risk and compliance to
practice management and technology. Resources are tailored for
different job roles and for every level of a firm, from CEOs to
interns.
Through the Education Center, TD Ameritrade Institutional
clients can access industry thought-leadership and research and an
extensive library of professional development courses from
Skillsoft, a premier provider of online learning solutions. Clients
can also download resources, such as the TD Ameritrade
Institutional Business Continuity Planning Guide, and gain
on-demand access to webcast replays.
TD Ameritrade Network
Every day, advisors also can access our media affiliate’s
offering and tune in to their programming on the TD Ameritrade
Network, a live-broadcast financial channel offering real-time
market news, insights and investor education and featuring
experienced traders and investment commentary. The TD Ameritrade
Network, first launched in 2017, offers a daily schedule of shows
that explore strategies for active traders as well as long-term
investors, across stocks, options and futures.
TD Ameritrade Network is brought to you by TD Ameritrade Media
Productions Company, a wholly-owned subsidiary of TD Ameritrade
Holding Corporation. TD Ameritrade Media Productions Company is not
a financial adviser, registered investment advisor, or
broker-dealer. © 2020 TD Ameritrade Network. All rights
reserved.
About TD Ameritrade Institutional
TD Ameritrade Institutional empowers more than 7,000 independent
registered investment advisors to transform the lives of their
clients. It provides powerful technology and resources that help
simplify running a business and let advisors spend more time doing
what matters most — serving their clients. Through meaningful
innovation, steadfast advocacy and unwavering service, TD
Ameritrade Institutional supports RIAs as they build businesses
that positively impact their clients and communities. TD Ameritrade
Institutional is a division of TD Ameritrade, Inc., member
FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding
Corp.
About TD Ameritrade Holding Corporation
TD Ameritrade provides investing services and education to more
than 12 million client accounts totaling approximately $1.4
trillion in assets, and custodial services to more than 7,000
registered investment advisors. We are a leader in U.S. retail
trading, executing an average of approximately 1 million trades per
day for our clients, more than a quarter of which come from mobile
devices. We have a proud history of innovation, dating back to our
start in 1975, and today our team of 10,000-strong is committed to
carrying it forward. Together, we are leveraging the latest in
cutting edge technologies and one-on-one client care to transform
lives, and investing, for the better. Learn more by visiting TD
Ameritrade’s newsroom at www.amtd.com, or read our stories at Fresh
Accounts.
Brokerage services provided by TD Ameritrade, Inc., member FINRA
(www.FINRA.org) / SIPC (www.SIPC.org).
1 TD Ameritrade Institutional is a division of TD Ameritrade,
Inc., a brokerage subsidiary of TD Ameritrade Holding
Corporation
2 Users of the Chrome web browser may have difficulty viewing
the website, following the recently release of a security patch. TD
Ameritrade is working to resolve this access issue.
Source: TD Ameritrade Holding Corporation
BI# 1311515
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version on businesswire.com: https://www.businesswire.com/news/home/20200317005102/en/
Joseph A. Giannone Communications + Public Affairs W:
201-369-8705 joseph.giannone@tdameritrade.com
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