TD Ameritrade

TD Ameritrade Institutional Advisor Index Survey

Advisory firms are gearing up for growth in 2013. According to the latest TD Ameritrade Institutional Advisor Index survey of 502 independent registered investment advisors (RIAs), 97 percent report total number of clients increased or remained steady over the past six months. Nearly nine in 10 RIAs expect a faster asset under management (AUM) growth rate in 2013.

Press Release - Nearly Nine in 10 RIAs Anticipate Faster AUM Growth Rate in 2013

Research By Category

Personal Finance

Planning & Saving for Summer Vacation

Press Release - Amid Economic Uncertainty, 1 in 4 Americans Plan to Spend More on Travel this Summer

Marriage & Money Survey

As couples wait until later in life to get married, joining finances is no longer as simple as it once was. TD Ameritrade and LearnVest teamed up to survey Americans about the biggest financial stumbling blocks they face in their relationships and what it takes to find shared financial bliss

Press Release - Couples Argue Over Money on Average 5 Times a Year: Six Tips for Shared Financial Bliss

Infographic – Money & Marriage

International TD Women Investor Poll

The majority of self-directed women investors feel they’ve been successful at closely matching or outperforming the markets over the last two years, according to the first-ever International TD Women Investor Poll. The survey asked female investors in three different countries to reveal their thoughts and attitudes about a variety of investment topics.

Press Release: Women Investors Perform Consistent with or Better than Markets

Infographic: International TD Women Investor Poll

Couples & Money Survey: When Tying the Knot, Many Disregard Partner's Financial Hiccups

Bad credit, mortgage foreclosure and bankruptcy may seem like obvious nuptial deal breakers, but according to TD Ameritrade's "Couples & Money" Survey love may be blind to these and other financial setbacks.

TD Ameritrade Investor Sentiment Survey

Despite much needed clarity, when asked for their 3-month outlook for investing conditions in the U.S. stock market, investors were surprisingly upbeat, according to TD Ameritrade's Investor Sentiment Survey. Nearly half (46%) of all investors said they were "optimistic."

Investors Waiting for Economic Uncertainty to Clear; 2012 New Years Resolutions All About "Me"

Facing an uncertain economic future, and critical of government, Americans plan to remain focused on their personal well-being in 2012. According to TD Ameritrade's annual New Year's Resolution survey, the vast majority (89%) of investors plan to make at least one personal resolution in 2012, the two most common being "have more fun" (66%) and "relax and reduce stress" (65%).

Big Name Colleges Offer Better Preparation for Workforce, Say Teens - Full Report

Big Name Colleges Offer Better Preparation for Workforce, Say Teens

Big name colleges prepare students for the workforce better than state schools. That's according to the majority (56%) of teens who took part in the 2011 Teens & Money survey.

New TD Ameritrade survey uncovers some of the biggest lessons learned in the aftermath of the Great Recession

A new survey has found that many investors would have done things much differently if they knew then what they know now.

New TD Ameritrade survey uncovers some of the biggest lessons learned in the aftermath of the Great Recession

While financial goals remain important, having fun and relaxing top New Year's resolutions for 2011

An annual New Year's resolution survey from TD Ameritrade has found that while "save more money" (65 percent) was included among the top three resolutions for 2011, "relax/reduce stress" (67 percent) and "have more fun" (67 percent) were the most popular responses.

While financial goals remain important, having fun and relaxing top New Year's resolutions for 2011

New Survey Finds Number of Teens Saving For College is Up from 2009

A 2010 survey found that 66% of teens today are saving for college, up from 62% in 2009.

Active Trading

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RIA Trends and Sentiment

TD Ameritrade Institutional Advisor Index Survey

Press Release - Nearly Nine in 10 RIAs Anticipate Faster AUM Growth Rate in 2013

TD Ameritrade Institutional Advisor Index Survey: RIAs Experience Little Turnover in Staff, Increasingly Look to Hire in the Next Year

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TD Ameritrade Institutional Advisor Index Survey: RIAs Set Goal to Grow in 2012,Tackle Business Challenges with Technology Enhancements

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TD Ameritrade Institutional Advisor Index Survey: More Aging Advisors Make the Move to Create a Formal Succession Plan Boomers Gear up to Groom the Next Generation of Advisors

TD Ameritrade Institutional Advisor Index Survey: Fiduciary Duty Tops Reasons Clients Choose an RIA

TD Ameritrade Institutional Advisor Index Survey: Fiduciary Duty Tops Reasons Clients Choose an RIA

TD Ameritrade Institutional RIA Sentiment Survey: While RIAs Add New Clients at Faster Clip, Regulatory Concerns Loom

Press Release: As Investor Optimism Continues to Improve, Generation Y & Z Take Action

Retail Investor Sentiment

TD Ameritrade Q2 2013 Investor Sentiment Survey

Press Release: Investors Anticipate Highs and Lows in 2013: Higher Taxes, Lower Unemployment, among others

TD Ameritrade Q1 2013 Investor Sentiment Survey

Macro-economic factors and the state of the country’s balance sheet continue to weigh on the minds of retail investors, although younger investors tend to have a much rosier perspective than their elder counterparts.

TD Ameritrade Q4 2012 Investor Sentiment Survey

The economy, market performance and fiscal spending are the issues weighing the heaviest on retail investors’ confidence in the stock market today, according to the latest Investor Sentiment Poll. Surprisingly, market “glitches,” which have received ample media coverage, were largely ignored by investors.

Press Release: TD Ameritrade Survey: Investors Rank Issues Affecting their Confidence – or Lack Thereof – in the Stock Market

Infographic: Most Influential Issues this Election

TD Ameritrade Q3 2012 Investor Sentiment Survey

Looking ahead to the next three months, 47 percent of investors said their outlook for investing conditions in the U.S. stock market is "optimistic," down from 66 percent who said the same back in April. Looking back to a time before the recession of 2008-2009, many investors admit they would have changed the way they managed their money.

Client Sentiment Survey – Q3 2011

Nearly 3 in 4 retail investors (72%) are "Extremely Dissatisfied" with Congress' management of the debt ceiling issue.