News, Vision & Voice for the Advisory Community


TD Ameritrade's promise of creating an RIA version of Apple's app store may have found its prototype signing

Bing, bang, boom, HiddenLevers is part of the Veo ecosystem after one developer spent about two weeks writing code

Author Brooke Southall and Nevin Freeman May 11, 2012 at 5:42 AM
no description available
Zohar Swaine: I think it's the next wave of technologies we will tap.

Related Moves

The RIA world's provacateur, Raj Udeshi, left Orion to go 'nuts,' bears no grudges after the Riskalyze assault, and reveals his one regret was taking too little risk

Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.

March 22, 2023 at 1:48 AM

RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors

Schwab RIA chief petitions for 'patience' for coming merger inconveniences but 'repapering' is no culprit; Carrie Pomerantz gets Schwab board seat; Addepar wins $65 billion AUM contract.

November 3, 2022 at 1:59 AM

Fidelity lands RIA whisperer from Schwab in a coup, apparently using quality-of-life perks as lure

Kelly Smith chose the Boston rival for greater flexibility, better pay and a chance to move upmarket to sell family office services to RIAs that mix with the ultra-high-net-worth elite.

February 10, 2023 at 3:39 AM

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

Co-Head Maura Creekmore's departure leaves Harrison at the top by default, but the company is mum on future hiring and how much RIA autonomy gets sacrificed in name of 'convergence.'

January 19, 2023 at 3:31 AM

See more related moves

Mentioned in this article:

Asset Custodian
Top Executive: Sanjiv Mirchandani

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

RIA Publication
Top Executive: Eric Clarke, CEO

Mike Golaszewski

Mike Golaszewski

May 11, 2012 — 9:42 PM

TD Ameritrade should really be commended for taking a truly innovative and open approach to integration. The model that they’ve created—as well as the community they appear to be fostering among providers—really sets the stage that will allow smaller companies like Hidden Levers to unleash a barrage of creativity against problems that advisors face each and every day. It’s not exactly the Apple model, but it’s as close as you’re probably going to get in a highly regulated, business-to-business environment.

Ultimately, each custodian is creating tremendous value via their independent integration efforts, and advisors are poised to reap tremendous benefits from all of them. In my opinion, though, the winner here is going to be the company which can open up their platform the quickest and then get out of the way.

Two weeks to create an integration with a custodian?!? That’s eye-popping!

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo