Street appeal, Motif Investing attracts the interest of Goldman Sachs
This week's TD Ameritrade Institutional conference was packed with technology. From providers to presenters, the message to advisers was clear: It's time to stop paying lip service to technology and walk the walk. Sheryl Rowling shares her top takeaways.
On today's menu: The bad omen of Amazon's earnings miss; lots of people are eating burritos; the Microsoft CEO search nears an end ... and the new guy has a big job ahead; Super Bowl ads and what you need to know about the Year of the Horse.
As of May, the 4,500 investment advisers who use the custody services of TD Ameritrade Institutional and the Veo platform for trading will have access to the web-based version of iRebal at no additional charge.
<i>Breakfast with Benjamin:</i> Big news from two tech giants: strong earnings and a gamechanging sale. Plus two questions: Should you worry about the rout in emerging markets and is your technology working for or against you? Also: A super price for a Super Bowl suite.
Deal offers portal for advisers to engage clients and prospects, connects with RCS Capital.
Reading through the slew of year-in-review articles brings thoughts of breakthroughs to come in 2014.
Mukesh Mehta leaves TD Ameritrade to oversee network of four broker-dealers.
Younger advisers being transitioned into larger roles in the business have a distinct advantage that helps them build client relationships &mdash; their comfort with technology.
“We think of it as a bit of a game changer,” said Neesha Hathi, senior vice president of Advisor Technology Solutions at Schwab.
Tech firm's Alcatraz launch lets financial firms track online conversations across social media.
Advisory firms are using secure BYOD software as use of personal smartphones and tablets grows.
Your new competition for wealth management clients can come from anywhere, according to marketing and tech maven April Rudin.
How are traditional data tools adapting to this bold new era of BIg Data?
A little more than a year after Raymond James introduced its Goal Planning and Monitoring software powered by MoneyGuidePro to its advisers, the firm reports that the software has been used to create 50,000 financial plans.
