2014 TD Ameritrade Institutional Veo Open Access Tech Summit

A roadmap for adviser technology

May 06, 2014 @ 2:27 pm

Runtime: 2:43

Tom Nally, president of TD Ameritrade Institutional, on how the custodian leverages technology –and engages the innovation of technology companies to make investment advisers more productive.

The fifth annual gathering of the industry's top technology minds on April 27 & 28 in Dallas, Texas.

More from the Event

Identifying the industry's 'game-changers'

At TD Ameritrade’s fifth annual forum of top tech thinkers and leaders, innovators and innovations are identified for changing the future of the wealth management business.

How 'competitive collaboration' is shaping the future of the advice business

Rarely would you find competing providers of customer relationship management, financial planning and portfolio management technology seated at the same table – let alone on the same side of the table.

Tech firms honored as the advice industry's most innovative

TD Ameritrade Institutional recognized six firms with their inaugural 'Veo Integrated Awards'


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