Articles tagged "Veo"


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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

January 31, 2013 — 7:51 PM UTC

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

October 26, 2012 — 3:49 PM 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

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

August 14, 2012 — 3:47 AM UTC

TD Ameritrade brings some Florida heat to the RIA winter

The custodian rolled out a major event sprawled across multiple hotels

February 6, 2012 — 4:33 AM UTC

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

February 3, 2012 — 6:02 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

(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

April 11, 2011 — 1:41 PM UTC

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

July 30, 2010 — 6:30 AM UTC

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

May 3, 2010 — 6:12 AM UTC
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