Articles tagged "Jon Patullo"


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Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

June 30, 2016 — 12:05 AM UTC

Laser App celebrates its RIA business quasi-monopoly by throwing a summit for all of whom it surveys

It's the killer app of the paper blob and it shares the wealth each year with a come-all B-to-B event

August 16, 2014 — 2:58 AM UTC

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show

Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

February 13, 2014 — 5:49 PM UTC

How TD Ameritrade is playing the logo game to spur 4,000 of its wavering RIAs to adopt its third-party hook-ups

'Veo Integrated' is a clunky name for smooth hand-offs of data from custodian to vendor to RIA -- and back

July 24, 2013 — 5:09 AM UTC

TD Ameritrade wins a $2.5-billion RIA custody client on the strength of its delivery of B-to-B capabilities using Orion, Veo and API

FTJ FundChoice took its assets from a bank in the name of efficiencies aimed at big growth

September 12, 2012 — 4:26 AM UTC

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

September 7, 2012 — 4:29 AM UTC

Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows

TD Ameritrade, Schwab and others have designs on inserting neural pathways into advisor practices but one expert questions the workability of automated workflows

June 22, 2012 — 3:36 PM UTC

Schwab shifts its strategy on its massive Intelligent Integration

Schwab evolves to a platform-of-platforms strategy for technology rather than hand-picking best-of-breed applications

June 7, 2012 — 4:56 AM UTC

What Neesha Hathi has to say about Schwab's oh-so-slow-but-steady technology initiative

The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?

November 16, 2011 — 5:11 AM UTC

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

April 26, 2011 — 2:49 PM UTC