Results for "td ameritrade institutional"

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Fidelity launches digital marketplace for technology integrations

October 16, 2018

Fidelity Institutional has integrations with more than 100 third-party technology vendors and now it's launching a new digital marketplace to help advisers make sense of all the tools available. First announced in February, the Wealthscape Integration...

TD limits number of advisers invited to conference — and not everybody likes it

October 10, 2018

Advisers with less than $75 million in assets under management are not being invited to attend TD Ameritrade Institutional's National LINC conference in February — and it's rubbing some of the custodian's RIA clients the wrong way. TD usually...

LeCount Davis celebrated for dedication to adding diversity to financial advice business

October 10, 2018

LeCount R. Davis accepted a lifetime achievement award at InvestmentNews' inaugural Excellence in Diversity & Inclusion awards, which celebrated 26 individuals and firms for their commitment to making the financial advice industry more inclusive....

SEC adds cybersecurity bite to its bark

September 28, 2018

The charges against Voya Financial Advisors earlier this week, which resulted in the company paying a $1 million settlement, makes clear that the Securities and Exchange Commission is done warning firms about cybersecurity. It's ready to take...

Envestnet Tamarac partners with Schwab, TD on digital account openings

September 20, 2018

Envestnet Tamarac announced new integrations Thursday with TD Ameritrade Institutional and Schwab Advisor Services that enable a fully digital account opening process. The integrations, currently in pilot testing at both custodians, push client...

Apex will soon custody cryptocurrency assets

September 4, 2018

Brokers working with Apex Clearing will soon be to offer clients cryptocurrencies alongside traditional assets. Apex Crypto, which is launching in the fourth quarter, gives firms using Apex for custody and clearing the ability to open a client...

Schwab abandons plan to build multi-custodial portfolio management tool

August 30, 2018

Schwab Advisor Services is getting closer to finally releasing a next-generation portfolio management technology, but it will not be the multi-custodial tool it promised advisers years ago. The upcoming release of PortfolioConnect will now be...

What's in a name? For TCA by ETrade, everything

August 18, 2018

Has Trust Company of America hitched its wagon to a star or turned its back on loyal clients? It depends on whom you ask. Either way, the $275 million acquisition in April of TCA by discount broker ETrade has the custodian world buzzing. In...

Private equity chasing healthy returns at RIAs and broker-dealers

August 2, 2018

Why are private-equity investors swarming over the wealth management industry? As Willie Sutton supposedly said when asked why he robbed banks, "That's where the money is." Looking to buy businesses with annual rates of return of 20% to 25%...

Despite 20% asset growth, RIA margins declined in 2017

August 1, 2018

While median annual client growth hit a record 7.8% and median assets under management per client climbed 6.8% to nearly $1 million, median operating profit margin at RIA firms dropped to 20% from 24% in 2016, according to a survey by TD Ameritrade...

LPL looks to cash in on in-house advisory assets

July 27, 2018

Two recent strategic decisions to boost assets advisers hold at LPL Financial appear to be paying off. First, in an attempt to drive more assets to the company's in-house, corporate advisory and managed-money platform, LPL almost a year ago...

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...

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...

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...

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...

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