Institutional's1 Veo([R]) open access initiative, an industry wide-effort to deliver quality technology integrations to advisors, has helped the custodian secure top scores for advisor satisfaction in this year's Financial Planning Tech Survey.
Institutional1takes advisor matchmaking to a new level with RIAConnect.
Advisory firms looking to maximize their technology and streamline day-to-day operations in their back offices are realizing the benefits of TD Ameritrade
Institutional's1 Veo([R]) open access initiative, an industry wide-effort to deliver quality technology integrations to advisors.
Enhancements to TD Ameritrade
Institutional's iRebal1 rebalancing software improve the accuracy and efficiency of the portfolio rebalancing process.
Institutional1 expands mobile tools to give independent registered investment advisors on the go access to its Veo([R]) advisor platform.
Institutional1 integrates DocuSign electronic signature and Laser App form filling technologies with its Veo advisor platform to cut account opening time from days to minutes.
Institutional, a division of TD Ameritrade
Takes Some of the Guesswork out of Choosing the Right Fund
The fee-based fiduciary business model of independent RIAs is attractive to brokers who want to be proactive and don't want to sit back and wait to see how a rewrite of the fiduciary rule and other pending regulatory changes might impact their livelihoods," said Tom Nally, managing director of sales, TD Ameritrade
Holding Corporation (NASDAQ: AMTD) will hold its quarterly conference call to discuss fiscal third quarter results, as well as related matters, on Tuesday, July 19, 2011 at 8:30 a.
Fred Tomczyk, chief executive officer of TD Ameritrade
Holding Corporation (NASDAQ: AMTD), will be speaking at theSandler O'Neill 2011 Global Exchange & Brokerage Conference on Thursday, June 9th, 2011.
Choosing the right CRM software is one of the more complicated and important technology purchasing decisions an advisor will make for their business," said Mike Watson, director, practice management solutions, TD Ameritrade