A bill that was introduced in 11 states this month may provide guidance and structure for accessing online accounts upon an individual's death.
TD Ameritrade Institutional, the adviser arm of the custodian, says working with 16 robo-advisory platforms allows advisers to pick their preference.
Other advisers can take a page from the the firm's action plan.
The industry's proverbial war will be won by advisers who understand the power of technology.
TD Ameritrade Institutional expects to roll out its Veo One platform, a dashboard for advisers to seamlessly connect software programs, this fall.
Half a dozen markets will test the new platform before potential approval nationwide.
For those looking for more than just account-level “multiple choice” investing, there's no substitute for an adviser.
The research firm was acquired to help TD better deliver big data capabilities to RIAs.
New software helps advisers maximize spendable income for clients.
Retail robos have a lot to offer investors, but are they really as good as they seem?
Think small data, mobile strategies, more virtual advisers and yes, robos.
T3's Bruckenstein says more than 20% don't use it, while another 20% think they do but really don't.
Banks are watching wealthy clients flirt with robo-advisers, and that's one reason the lenders are racing to release their own versions of the automated investing technology.
David Edwards of Heron Financial Group says advisers shouldn't be afraid to experiment on the web.
Firms may have to spend more money and more management time upgrading their archiving systems
This adviser takes a risk by publishing their technology goals for the new year
Advisory firm United Capital has acquired FlexScore, an online platform that produces a single number to represent a consumer's financial health.
Periscope offers a way for advisers to Tweet with video rather than just words and photos.
Take these steps to maintain your integrity in a social media environment that can get heated.
