What Do Wealthy Women Want?
Ninety-five percent of UHNW women use advisors, wealth manager Eileen O'Connor said. As their numbers grow, it's worth an advisor's while to crack the code for working with them.
TD Ameritrade CEO Points to Soft Trading in 20% Profit Drop
President and Chief Executive Fred Tomczyk said earnings and revenue were “right on consensus,” though he did acknowledge that TD Ameritrade’s trades were down at a rate of 51,000 per day.
TD Ameritrade Adds Trading to Veo Mobile iPad App
TDAI advisors who use iPads can trade funds and equities via Veo, while advisors logging on through their smartphones can view real-time client account balances.