Tech Integration Directly Related to Client Face Time: TDAI’s Valleley
Here’s a statistic that should get every advisor’s attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%
TD Ameritrade Adds CRM Offerings on Its Veo Platform
Now added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.
Principles vs. Rules: The Fiduciary Debate in a Nutshell
At TD Ameritrade conference, CFA's Roper, IAA's Tittsworth and SIFMA's Carroll agree, disagree and look ahead at fiduciary standard, SRO for RIAs.
Ron Carson Launches New Firm to Partner With Advisors, With 3 Big Partners of Its Own
Carson Institutional Advisory has TD Ameritrade, Envestnet, LPL as allies and will provide investment management, marketing and technology services to advisors without upfront charges or long-term commitments.
New Hire Roundup: TD Ameritrade Institutional Adds Dario
Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.
TDAI Names Dario Managing Director of Product Management
In this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.
TD Ameritrade Enhances Portfolio Rebalancing Platform
TD Ameritrade announced on Monday that it has enhanced its portfolio rebalancing platform to improve accuracy and make the system more efficient.
New Hire Roundup: Rogers, Wolf Move Up at Gemini
This week in new hires, Andrew Rogers and Kevin Wolf moved up in the management ranks at Gemini; John Sullivan went to Dynasty Financial Partners; and Jonathan Bergman joined TAG Associates.
It’s Not Too Late to Make Your Voice Heard on SRO Bill
If you’re not in favor of having FINRA become the SRO for RIAs, join the advisor grass-roots effort to advocate with Congress against Bachus bill.
RIAs, Anticipating Growth, Plan to Add Staff This Year
With their client rosters and assets growing, independent RIAs are staffing up, and many are adding women to their employee ranks, according to a survey released Tuesday by TD Ameritrade Institutional.