Sponsors & Exhibitors
Women advisors are a growing segment within the advisory profession, and this influential audience will continue to experience both growth in numbers and assets under management for the foreseeable future. The Women Advisors Forum thanks for following organizations for their support. For details on sponsorship packages please contact Michael Schott at email@example.com or 212-803-8567.
TD Ameritrade Institutional
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.
Charles Schwab Advisor Services
For more than 22 years, Charles Schwab has helped advisors deliver an exceptional experience to their clients - an experience that goes beyond just custody and supports an advisor's entire office. You make a difference in your clients' lives. We strive to make a difference in yours.
Interactive Brokers is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools at exceptionally low costs. The brokerage trading platform executes and processes trades in securities, futures and foreign exchange instruments on more than 100 electronic exchanges and trading venues around the world.
The Options Industry Council
The Options Industry Council (OIC) was created to educate investors and their financial advisors about the benefits and risks of exchange-traded equity options. Options are a versatile but complex product, and that is why OIC conducts hundreds of seminars, distributes educational brochures, maintains a website, and offers live help from options professionals.
Our experienced options seminar instructors provide valuable insight on the challenges and successes that individual investors encounter when trading options. In addition, options industry professionals have created the content in our software, brochures and website. Appropriate compliance and legal staff ensure that all OIC-produced information includes a balance of the benefits and risks of options.
From humble beginnings, Raymond James has grown steadily, inventively and always responsibly to become one of the largest non-bank-owned financial services firms in the country. So, were big enough to offer you powerful resources, but never so big that we dont have time for what matters most: you and your clients.
Our goal isnt to be the firm for everyone its to be the right firm for advisors like you.