Joel Bruckenstein recently had an opportunity to chat with Tom Nallly, the President of TD Ameritrade Institutional, about his take on robo-advisors and how his firm is positioning their technology to help advisors compete in a world of rapidly evolving technologies. Bruckenstein has known Nally for a number of years, and says Nally has always been a straight shooter, which tends to make for interesting interviews. This one was no exception.
