TD Ameritrade

The E‐Valuator, LLC, the leading software provider for advisors managing client assets based on their personalized investment performance tolerance standards, today announced an agreement to become an official partner with VEO, TD Ameritrade’s Institutional trading and account management platform.

Advisors will gain access to industry-leading research and customized benchmarking data that can fuel stronger business performance

TD Ameritrade, among the largest providers of custody and brokerage services to independent registered investment advisors (“RIAs”), has agreed to acquire the research, benchmarking and consulting capabilities of FA Insight, a combination that will give advisors ready access to some of the industry’s deepest and most comprehensive collection of business information.

The Human Finance Project Taps the Power of Real Stories to Raise Awareness of Registered Investment Advisors (“RIAs”)

TD Ameritrade Institutional’s¹ latest marketing effort is sure to get independent registered investment advisors (“RIAs”) talking. Forget the stock photos, celebrity spokespeople and stale headlines: the Human Finance Project breaks the traditional financial services advertising mold by putting RIAs front-and-center and in control of a multi-media campaign.

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.

Advent’s portfolio management & reporting solutions will expand existing integration with Veo® for greater operational efficiency

TD Ameritrade Institutional Veo® Integration now available with Salentica CRM

Nearly 3,000 Registered Investment Advisors and industry leaders expected to gather in Orlando, Florida for insight and inspiration, January 29 to February 1, 2014

WHAT: The Laser App 2013 conference brings 300 broker-dealer executives and software providers into a collaborative environment to focus on technology trends and integrations.

TD Ameritrade Institutional Announces Integration of Laser App^® Anywhere: a New Cloud-Based Tool to Help Advisors Complete Forms Faster and on Mobile Devices