Articles tagged "Jim Dario"
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TD Ameritrade is 'gathering feedback' after Michael Kitces's blogged overture for RIA collective bargaining on wholesale ETF line-up shift
The blogger and RIA platform owner offered three compromises and one request for a deadline extension but the RIA custodian is thus far having none of it
October 20, 2017 at 11:47 PM
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 at 12:05 AM
Christine Gaze exits TD Ameritrade
The ex-Morgan Stanley Private Bank exec was brought in to bring practice management and technology together under Zohar Swaine, who has since departed
February 4, 2014 at 7:56 PM
The odd case of Mitt Romney's TD Ameritrade conference keynote and how it turned out for all concerned
The RIA custodian took a risk aligning its brand with the presidential loser but both, arguably, came out as winners
January 31, 2014 at 4:29 AM
T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables
Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors
February 14, 2013 at 3:43 PM
What's up with Jim Dario making the leap from Pershing to TD Ameritrade
The former Fidelity star -- and an almost star in 'Jaws' -- made an intra-Jersey City move but actually never left Boston
September 5, 2012 at 3:46 PM
Fidelity reorganizes its RIA business
Mike Durbin folds sales and relationship management together and two veterans depart
March 10, 2010 at 9:47 AM
Footnote to last week's breakaway article and a look ahead to Monday's article
Breakaways: Growth rate stuck in place
