News From Veo Village – Top Tech Developments From National LINC
As the largest gathering of the advisor tech community outside Joel Bruckenstein’s T3 conferences, TD Ameritrade’s “Veo Village” featured the latest and greatest for 2017.
Which Ads Won the Super Bowl?
TD Ameritrade tracks positive tweets to see which publicly traded companies are getting the right buzz during the football game.
PE Firm to Buy Financial Compliance Outsourcer
Lovell Minnick, an owner of Lincoln Investment Planning, is set to acquire Foreside Financial Group, which works with BDs and IAs.
TD Ameritrade CEO's Top 6 Guiding Principles
In his first appearance at TD Ameritrade's National LINC conference as CEO, Tim Hockey expounded on his principles for growing a business.
Focus Financial Says ‘Howdy, Partner’ to $800M RIA in Texas
CFO4Life worked with LPL Financial for six years and then "felt it had outgrown LPL’s model."
What DOL Delay, Dodd-Frank Rollback Mean for Wall Street
Deregulation, combined with business growth and tax reform, could lead to larger profits, analysts say.
SS&C, HedgeCoVest Integrate on Tech Platform, Managed Account Offering
SS&C announced it is integrating with HedgeCoVest’s SMArtX platform to offer reporting and portfolio accounting.
TD Ameritrade Plans Launch of Veo Analytics
First offering in 2017 will be FA Insight benchmarking tool.
Wells Fargo to Stop Giving Notice of Retail Bank Compliance Visits
The policy was in place to ensure branches were adequately staffed for reviews, the bank said.
Integrating Outsourcing to Improve Client Service
Evolution Advisers uses cloud technology and outsourcing to focus on what it does best — serving clients.