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Articles tagged "Veo"

Ben Welch: We are bridging that gap.

TD Ameritrade will make iRebal software available free to all its RIA clients
The custodian may disrupt both the RIA technology and RIA custody businesses -- but not inexpensively

Thursday 1.31.13
Tom Nally: If we just have a small piece of their business, we won't show up on the radar of senior management and internal operations staff will just look at you with resistance as yet another form to fill out or process to re-engineer.

Tom Nally answers 10 questions that show one seminal shift: TD Ameritrade no longer seeks a few assets and extended probation
The RIA custodian built by taking token accounts from Schwab malcontents then scrambling for the rest is now leaving the peashooter at home

Friday 10.26.12
Kevin Kraus: This is the bread and butter of our platform.

Revamping its trading platform, Schwab at long last is poised to catch up with its smaller peers
The giant RIA custodian explains it deliberate pace as a balancing of innovation with the veracity of the existing platform

Friday 9.7.12
Ben Welch: This is a big advancement.

TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization
The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance

Tuesday 8.14.12
Dick Cheney expressed some gloomy views about the economy and the terrorist situation.

TD Ameritrade brings some Florida heat to the RIA winter
The custodian rolled out a major event sprawled across multiple hotels

Monday 2.6.12
Tom Bradley: We're not seeing any inroads to our business from these smaller players.

Tom Bradley answers 10 questions about TD Ameritrade's competitive stance in his 25th year
The industry veteran takes time out from TD's Orlando, Fla. conference to talk about about how his RIA custodian can compete with bigger and smaller competitors alike

Friday 2.3.12
Redtail's Brian McLaughlin: Are we on the same page, and are we ready to go with the ability to open a new account through Redtail?

TD Ameritrade brings software elite to Dallas for an API summit
The number three custodian its letting its technology partners put the final touches on a low-walled garden

Tuesday 4.26.11
Jon Patullo says that advisors will be able to test TD Ameritrade's iPad app next month at the national conference.

(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors
Pershing appears to have a lead in this area

Monday 4.11.11
Jon Patullo: No other custodian actually engaged [these vendors] in this fashion and set up a summit, so they're very excited about it.

Joining the industry-wide trend, TD Ameritrade announces its upcoming project for "open architecture" technology integration
Custodian hopes to open the platform to all vendors that pass a security check

Friday 7.30.10
Jon Patullo: [Advisors] were stoked that Veo was available on a Mac.

TD Ameritrade's technology, Veo, wins high praise from advisors so RIABiz took a look
Veo got a head start and has unique third party tools

Monday 5.3.10
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Most Emailed Stories »

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Story » Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant Read 
Story » Larry Stupski never sought much credit -- only results. But higher-ups who knew him give him unbridled kudos for his leadership at Schwab.Larry Stupski is remembered as the other man, hands down, who made Schwab greatRead 
Story » Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unitRead 
Story » Mike Durbin (with Sanjiv Mirchandani) says that Abby Johnson signaled her intention to meld the efforts of Fidelity's various business units.Abby Johnson wins RIA respect by articulating her bold vision for Fidelity's future at the company's Executive ForumRead 
Story » Jennifer Ingham: The B-D relationship is needed because in the RIA world of investments for corporate retirement plans. many funds still pay some sort of revenue sharing.Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) business