TD Ameritrade Adds CRM Offerings on Its Veo Platform
By John SullivanNow added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.
December 12, 2012
Is the Advisor Succession Crisis Just a Mirage? The ImplicationsThe advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.
December 11, 2012
Is Advisor Succession Crisis Just a Mirage? Looking at the TrendsThe advisor retirement wave may not be nearly as large as anticipated. Is there really a near-term succession planning crisis looming for advisors, or just a distant exit planning problem?
December 10, 2012
LPL Grabs Top Ex-MetLife TeamLegacy Financial moves to independence with about $150 million in client assets in Rochester, N.Y.
December 10, 2012
Warning on VAs to Advisors: Be Afraid. Be Very Afraid.Glenn Daily, insurance expert and variable annuity dissenter, says the complexity of these products guaranteed benefits is beyond most advisors ability to assess.
December 05, 2012
RIA Washington Wealth Adds Two Teams, Hits $1B in Recruited AssetsThe independent hybrid RIA is led by ex-wirehouse reps and uses LPL Financial as a broker-dealer.
December 05, 2012
CFP Board Seeks Further Review of Proposed CE RulesThe Board announced that while there were no forthcoming changes to the CE requirements for CFP certification, the Board was seeking further review of previously proposed changes before making any modifications.
December 03, 2012
Technology Integration Top Advisor Concern: ScottradeIts about controlling what you can, and preparing for what you cant, says Brian Davis, director of Scottrade Advisor Services.