Ameritrade Advisor Services Holds First PowerSource Conference for RIAs.Business Editors OMAHA Omaha, city, United States Omaha (ō`məhä, –hô), city (1990 pop. 335,795), seat of Douglas co., E Nebr., on the west bank of the Missouri River; inc. 1857. , 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 Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in (RIAs). The conference, to be held September 15-17 at the Downtown Marriott in Chicago, Illinois Illinois, river, United States Illinois, river, 273 mi (439 km) long, formed by the confluence of the Des Plaines and Kankakee rivers, NE Ill., and flowing SW to the Mississippi at Grafton, Ill. It is an important commercial and recreational waterway. , 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 Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. . This event underscores our commitment to the advisor market and to growing our market share in this business." Rocky Bleier Robert 'Rocky' Bleier (born March 5, 1946 in Appleton, Wisconsin), is a former National Football League fullback who played for the Pittsburgh Steelers in 1968 and from 1971 to 1980. Origin of nickname Rocky He was nicknamed "Rocky" as a baby. , inspirational speaker An inspirational speaker is a term used to describe those that address audiences with the aim of inspiring the listeners to higher values or engendering understanding about life and themselves. , Vietnam veteran This article is about veterans of the Vietnam War. For the French psychedelic musical group, see Vietnam Veterans. Vietnam veteran is a phrase used to describe someone who served in the armed forces of participating countries during the Vietnam War. and former running back for the Super Bowl Champion Pittsburgh Steelers
Ameritrade executives and management scheduled to speak at the conference include: 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 Projects Rodney Olden, Jr., Sr. Manager of Marketing, Institutional Client Division 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 |
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