Results for "td ameritrade institutional"

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TD Ameritrade launches fintech competition with $100,000 in prizes

July 16, 2018

TD Ameritrade Institutional is looking outside the industry for help keeping pace in the accelerating adviser technology race. On Monday, the firm kicked off Innovation Quest, a crowdsourced fintech competition distributing $100,000 in prizes...

Silicon Valley, AI hit the finance world

June 23, 2018

As the world of adviser technology continues to expand with no end in sight, how does a firm go about building the ideal technology suite for advisers? Should firms invest in adding a digital-advice component to reach millennials? And how can...

How technology is reshaping the advice business

June 23, 2018

Two days of​ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there. Perhaps most important is for firms to create...

3 obstacles to succession planning — and how to overcome them

May 30, 2018

Though financial advisers may excel at helping clients plan for the long term, too few are following their own advice. Only 37% of advisers have an adequate succession plan, according to a new FA Insight report on succession planning, a statistic...

For recent Temple grad, career as a financial adviser is a dream job

May 29, 2018

This is another in a series of stories about recent college graduates and their first job in the financial advisory profession. Few 22-year-olds know exactly what kind of career they want, but Kelly Bradley feels like she already has her dream...

Envestnet Tamarac announces new client portal features and financial planning

May 17, 2018

Turnkey asset management platform Envestnet announced a slew of new features coming to Tamarac, the company's technology suite for financial advisers, on Wednesday at the 2018 Envestnet Advisor Summit in New Orleans. Tamarac is updating its...

Want to boost diversity of advisers and clients? Begin with the business case

May 11, 2018

Yonhee Choi​ Gordon's father wanted her to be a doctor or a lawyer, or to marry one. In fact, her career as a financial adviser was a decade old before he gave up on the idea of her going to law school, even though he was an accountant. "It's...

With female managing partner in the wings, Edward Jones emphasizes diversity

May 10, 2018

At a time when the financial advice industry is desperately attempting to become younger and more diverse, Edward Jones' move earlier this week to tap a woman as its next managing partner will only make the firm more attractive to potential...

New report sounds alarm over demographic changes facing advice industry

May 9, 2018

The inability of financial advisers to look beyond the baby boom generation to younger clients and colleagues could be hampering the growth potential of the financial planning industry. According to a report out Wednesday from TD Ameritrade...

Vanguard divides record-keeping duties amongst 2 firms

April 25, 2018

Vanguard Group on Wednesday announced several changes to its defined contribution plan services, assigning record-keeping duties of its self-directed brokerage to TD Ameritrade and transferring record-keeping duties of its non-qualified plan...

'Best interests' and 'fiduciary' aren't the same, so which will the SEC choose?

April 10, 2018

We're now into the second quarter of the year, and everyone involved in the debate over investment advice standards is eagerly awaiting the Securities and Exchange Commission's fiduciary rule proposal. Oops. Like Britney Spears, I did it again....

TD Ameritrade has cut more than 1,100 Scottrade jobs

March 23, 2018

As TD Ameritrade Holding Corp. continues to absorb its $4 billion acquisition of Scottrade Financial Services, layoffs have now exceeded 1,100 in the St. Louis area where Scottrade is based, according to published reports. A TD Ameritrade spokesman...

The importance of looking at new fee models

March 17, 2018

When your business model is designed around collecting a fee pegged to assets under management, the ebbs and flows of the financial markets can be nerve-wracking. For small advisory firms, which don't have a lot of room to cut overhead when...

What's the first thing advisers should do when they get home from a conference?

February 15, 2018

After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?

Fintech aims to digitize estate planning

February 14, 2018

Technology has digitized goals- and cash-based planning, but developers have largely ignored the final phase of an investor's financial life — after-death planning. The estate planning world still relies primarily on paper documents and file...

Deciphering crypto currency

February 14, 2018

From the Wild West to today, Bitcoin has had many stages in its growth. Lex Sokolin of Autonomous Research takes off his tin foil hat to explain where we are in the maturation of Bitcoin.

WisdomTree's Siracusano: What are ETF model portfolios?

February 13, 2018

Advisers are gravitating toward model portfolios. But why is that and how can you access these tools. Luciano Siracusano of WisdomTree offers his perspective.

Cycling for a cause

February 13, 2018

What do stationery bikes and virtual reality have to do with charity? At the TD Ameritrade LINC conference the answer is everything. TD Ameritrade partnered with several charities, including Invest in Others, to raise money for some very good causes.

What do advisers need to better serve clients?

February 12, 2018

How should advisers be digitizing advice? Brookstone's Dean Zayed explains that advisers need an array of tools and services to be nimble and flexible.

Where does the fiduciary rule stand?

February 12, 2018

What's next for the DOL fiduciary rule? Will the SEC step in? Skip Schweiss of TD Ameritrade offers his perspective.

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