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TD Ameritradea?s Annual Investor Index Survey Series: Millennials More Collaborative When Seeking Financial Guidance

^{Published on 2011-03-09 17:20:32 - Market Wire}
 

OMAHA, Neb.--([ BUSINESS WIRE ])--The Annual Investor Index [ survey ] series released by TD Ameritrade Holding Corporation (aTD Ameritradea) (NASDAQ: AMTD) found that Generation Y is [ taking responsibility for financial matters at an earlie ]r age than their predecessors and seeking a more collaborative approach when it comes to financial guidance.

"Millennials have come of age at a time when the economy has seen considerable turmoil and many of them witnessed their parentsa™ and grandparentsa™ financial struggles firsthand"

Sixty percent of those ages 22 to 34 say that they turn to friends, relatives and colleagues to stay informed about news and events shaping the economy and financial markets, compared to 43 percent of those in their parentsa™ (Boomer) generation and only 31 percent of those in their grandparentsa™ age (Mature) who felt the same.

And, if they cana™t get help from Mom and Dad or a trusted co-worker, these younger investors are not afraid to look to social media for guidance. This awisdom of crowdsa approach to finance could be the reason one in three (33 percent) Gen Y respondents selected the medium as a valued source of financial information.

aMillennials have come of age at a time when the economy has seen considerable turmoil and many of them witnessed their parentsa™ and grandparentsa™ financial struggles firsthand,a said Stuart Rubinstein, managing director of client engagement at TD Ameritrade. aThe good news is that they are taking financial responsibility earlier, and their collaborative nature will help them work together to learn from the past and better prepare for their future.a

TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade, offers a number of options to help investors, young and old, obtain financial information and guidance to help them make more confident investment decisions, including:

• [ Tools and Calculators ]a" to help gauge the acost of waiting,a select an Individual Retirement Account (IRA), plan for retirement and more;
• [ ResearchTeam ]a" a unique third-party research tool that combines expert recommendations from five respected third-party research providers and provides one single consolidated ranking;
• [ Amerivest Guided Portfolios ]a" Amerivest, an investment advisor affiliate of TD Ameritrade, Inc. offers investors needing added guidance investment management and rebalancing with the mutual funds or ETFs chosen by experienced professionals at Morningstar Associates; and
• [ AdvisorDirect^TM ]a" a service that can refer investors to a knowledgeable, independent registered investment advisor (RIA) who can help them pursue their financial goals.*

aThe younger generation is truly embracing the saying that nobody cares more about your money than you,a Rubinstein continued. aTheya™re not afraid to ask for help or information a" in fact, the more the better. At the end of the day, they just want to be able to make educated decisions, and thata™s a very healthy attitude for todaya™s investors to have.a

For more information on TD Ameritradea™s Annual Investor Index survey series, including key findings, visit [ www.amtd.com ].

AMTD-G

Survey Methodology
These results are based on a survey conducted by Maritz, Inc. on behalf of TD Ameritrade Holding Corporation. Nine hundred sixty-three (963) adults between 21 and 80 years of age participated in a telephone survey from November 16 through December 7, 2010. The margin of error in this survey is 3.2%. This means that in 19 cases out of 20, survey results based on 963 respondents will differ by no more than 3.2 percentage points in either direction from what would have been obtained by seeking the opinions of all adults living in the United States ages 21 through 80. Maritz, Inc. and TD Ameritrade Holding Corporation are separate, unaffiliated companies and are not responsible for one anothera™s products and services.

Generations defined as: Mature: born 1930-1945; Boomer: born 1946-1964; Gen X: born 1965-1976; and Gen Y/Millennials: born 1977-1989.

About Maritz
St. Louis-based Maritz is a sales and marketing services company, which helps companies achieve their full potential through understanding, enabling and motivating employees, channel partners and customers. Maritz provides market and customer research, communications, learning solutions, incentive initiatives, rewards and recognition, effective meeting, event and incentive travel management services, and customer loyalty programs. For more information, visit [ www.maritz.com ] or contact us at 1-877-4MARITZ.

About TD Ameritrade Holding Corporation
TD Ameritrade Holding Corporation (NASDAQ: AMTD), through its brokerage¹ and education ² subsidiaries, combines innovative trading technology, easy-to-use and understand [ trading tools, ] investment services, investor education and superior client service to create a market-leading financial services experience. Home to Kiplingera™s #1 online broker,³ the award-winning thinkorswim trading technology,⁴ and the respected Investools investor education program, TD Ameritrade provides millions of retail investors, traders and independent registered investment advisors with the tools, service and support they need to help build confidence in todaya™s rapidly changing market environment. For more information and resources for journalists, please visit the TD Ameritrade newsroom at[ www.amtd.com ].

¹ TDAmeritrade, Inc., member FINRA ([ www.FINRA.org ]) /SIPC ([ www.SIPC.org ]) /NFA ([ www.nfa.futures.org) ] and TDAmeritrade Clearing, Inc., member FINRA/SIPC.

² Investools, Inc. and TD Ameritrade, Inc. (member [ FINRA ] | [ SIPC ] | [ NFA ]) are separate but affiliated companies that are not responsible for one anothera™s services or policies. Investools, Inc. does not provide financial advice and is not in the business of transacting trades.

³ TD Ameritrade was ranked #1 and received an overall score of 5 stars (tied for first place with one other broker), in the Kiplingera™s Online Broker Ratings, Kiplingera™s Personal Finance, 02/2011.Fourteen brokers were rated in the categories: Costs, Website usability, Investment choices, Customer service, and Research and tools.

⁴ thinkorswim, prior to joining TD Ameritrade, earned 4.9 stars, the top score, in the category aTrading Technology,a and was rated #1 overall online broker in Barrona™s ranking of online brokers, 3/15/2010. thinkorswim was evaluated versus others in eight total categories, including trade experience, trading technology, usability, range of offerings, research amenities, portfolio analysis and reporting, customer service and education and costs. thinkorswim topped the list in 2006, 2007, 2009 and 2010 with the highest weighted-average score. Barrona™s is a registered trademark of Dow Jones & Company © 2006-2010.

*Potential AdvisorDirect clients should typically have at least $200,000 in assets to invest. Some RIAs have higher or lower minimum asset requirements. There is no charge or obligation for the initial consultation with the RIA. Once you select an RIA, you will pay advisory fees and standard brokerage fees. Brokerage transactions executed through TD Ameritrade are subject to standard transaction charges. You should review an RIAa™s Form ADV, other applicable advisor disclosure document(s) and the AdvisorDirect Disclosure and Acknowledgement Document prior to engaging an RIA. The Form ADV contains important disclosure information relative to an RIAa™s services and fees. RIAs charge an ongoing investment advisory fee for their services. RIAs will pay TD Ameritrade fees for their participation in the AdvisorDirect program. Those fees will usually constitute a percentage of the advisory fees you will pay your RIA. For additional details about the fees paid to TD Ameritrade and other conflicts of interest, please review the AdvisorDirect Disclosure and Acknowledgement Document and ask your RIA about its specific arrangement with TD Ameritrade. You are solely responsible for evaluating any advisor that you are considering. Please note: Under no circumstances should participation by a certain RIA in AdvisorDirect be considered an endorsement or recommendation by TD Ameritrade for that particular RIA.

Amerivest Guided Portfolios is a discretionary investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc. Amerivest provides non-discretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. For more information please see the Amerivest Disclosure Brochure (ADV Part II).

Morningstar Associates, LLC (aMorningstar Associatesa) is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Associates provides consulting services to Amerivest Investment Management, LLC (aAmerivesta) but is not acting in the capacity of advisor to individual investors. Morningstar Associates provides recommendations to Amerivest regarding asset allocation targets and selection of securities appropriate for the Amerivest portfolios; however, Amerivest retains the discretion to accept, modify or reject Morningstar Associates' recommendations. Morningstar Associates selects securities for the Amerivest portfolios from the universe of investments made available through TD Ameritrade. Asset Allocation target allocations are subject to change without notice. Morningstar Associates establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Associates is not affiliated with Amerivest or TD Ameritrade.