OMAHA, Neb.--(BUSINESS WIRE)--Aug. 27, 2003--
Forum Provides Business Ownership and Industry
Insight from Leading Experts
Ameritrade Advisor Services, Division of Ameritrade, Inc., today announced its first national conference "PowerSource 2003," an event focused on education and the development of strategy for registered investment advisors (RIAs).
The conference, to be held September 15-17 at the Downtown Marriott in Chicago, Illinois, will include educational and roundtable discussions as well as advisor forums focused on empowering advisors and providing innovative business solutions. Topics include marketing, business development, emerging technologies as well as business and practice management issues.
"Clients will have the opportunity to interact with peers in reviewing issues influencing the advisor industry and learn more about tools and services offered by Ameritrade that they can use to enhance their businesses," says Michael Feigeles, Executive Vice-President of Special Projects at Ameritrade. "Ameritrade Advisor Services currently serves more than 650 advisors, with more than $1 billion assets under management. This event underscores our commitment to the advisor market and to growing our market share in this business."
Rocky Bleier, inspirational speaker, Vietnam veteran and former running back for the Super Bowl Champion Pittsburgh Steelers, will be the keynote speaker at the event. Matt McGinness from Cerulli Associates will also be on hand to discuss advisor trends during the luncheon keynote session.
Ameritrade executives and management scheduled to speak at the
Joe Moglia, CEO, Ameritrade Holding Corporation
Mike Feigeles, EVP Special Projects, Ameritrade Holding Corporation
Jim Wangsness, SVP, Ameritrade Advisor Services
Jim Masters, VP Ameritrade Institutional Client Services
Scott Parry, VP Ameritrade Corporate Services
Mike Freeman, Director, Institutional Client Services and Special
Rodney Olden, Jr., Sr. Manager of Marketing, Institutional Client
RIAs can register for PowerSource 2003 by calling 866-38-EVENT or logging on to www.ameritradeinstitutional.com/powersource.html.
About Ameritrade Advisor Services
Ameritrade Advisor Services offers products and services to registered investment advisors and independent financial advisors. Ameritrade Advisor Services, Division of Ameritrade, Inc., member NASD/SIPC.
About Ameritrade Holding Corporation
Ameritrade Holding Corporation has a 28-year history of servicing self-directed investors. Ameritrade develops and provides innovative brokerage products and services tailored to meet the varying investing and portfolio management needs of individual investors and institutional distribution partners. Currently serving almost 3 million clients through its subsidiary, Ameritrade, Inc.(1), Ameritrade is a leader in the online brokerage business, recently receiving Forbes "Best of Web" honors as well as an overall four-star rating, and a top rating for "Ease of Use" and "Research Amenities" on the Barron's 2003 Online Broker Survey. For more information, please visit www.amtd.com.
(1) Ameritrade, Inc., member NASD/SIPC
CONTACT: Ameritrade Holding Corporation, Omaha
Donna Kush, 402-827-8931
Katrina Becker, 402-597-8485
SOURCE: Ameritrade Holding Corporation