Advisors will meet in San Diego this week for TD Ameritrade’s 23rd Annual National LINC conference to hear about the updated Veo One platform and get the latest from TD Ameritrade executives and other luminaries on top issues facing the industry.
“Innovation” is the top theme, TD reports, with “future-proofing the profession” taking center stage. “We’re covering everything from automating parts of the business, filling the talent pipeline and understanding emerging technologies,” the firm says.
Tom Nally, president of TD Ameritrade Institutional, told ThinkAdvisor Monday that TDAI “is investing in new technology and working to help independent RIAs keep pace with the rapid pace of change. This week we will unveil several new tools and capabilities, as we encourage RIAs to harness the power of advanced technology that can enhance client relationships and build sustainable businesses.”
This year’s annual LINC conference, to be held from Wednesday to Friday, is drawing more than 3,000 attendees, including 2,000-plus advisors and other industry professionals.
More than 80 technology companies will participate in LINC’s Veo Village. New features this year include “Innovation Alley,” which allows advisors to explore “futuristic ideas and advanced technologies that could be commonplace for RIAs in short order, including holograms, virtual reality and augmented reality headsets.”
The final round of TD’s Innovation Quest competition will also take place, with the three finalists presenting their ideas before attendees and a panel of judges. The grand prize winner will be announced at the event.
TD Ameritrade Institutional, which works with more than 6,000 RIAs, announced in December that RIAs would have an easier time opening accounts after eight new technology upgrades were made to the Veo One platform.
TDAI said it was integrating with eight technology firms — Advyzon, Agreement Express, Docusign, Envestnet | Tamarac, iPipeline, Orion Advisor Services, Salesforce and Wealthbox — as well as with the proprietary in-house platforms of advisory firms FTJ FundChoice and Carson Group.
As the LINC agenda notes, “a lot has happened in Veo One over the past year,” with new features, added integrations and powerful analytics. “Veo One is continually evolving to keep pace with your ever-changing needs,” TDAI says. “And because all Veo functionality is now available in Veo One, there’s no reason to wait any longer to make the switch.”
Watch for ThinkAdvisor’s on-site interviews with TD Ameritrade execs — including TD’s Nally; TD Ameritrade Trust Company President Skip Schweiss, who’s also managing director of advisor advocacy; and Kate Healy, managing director of TD Ameritrade Institutional’s Generation Next.
Nally, Schweiss and TD Ameritrade President & CEO Tim Hockey were the top vote-getters in the custody and clearing firm category in Investment Advisor Magazine’s 2018 annual top 25 list of the most influential people.
Headliners speaking at LINC include Ron Carson, head of Carson Group, along with Ric Edelman, founder of Edelman Financial Services, and now chairman of financial education and client experience at Edelman Financial Engines.
Attendees will also hear from Robert Herjavec, a leading shark on ABC’s “Shark Tank”; Julie Rice, co-founder of SoulCycle and vice president of brand at WeWork; Martin Eberhard, co-founder and former CEO of Tesla; and Walter Robb, former co-CEO of Whole Foods.
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