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Articles tagged "API"


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Jon Patullo: This isn't endorsing the [software] firm.

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 at 5:09 AM

Tom Bradley: We're not seeing any inroads to our business from these smaller players.

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 at 6:02 AM

Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch

The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

August 31, 2010 at 12:53 PM

Jon Patullo: No other custodian actually engaged [these vendors] in this fashion and set up a summit, so they're very excited about it.
July 30, 2010 at 6:30 AM

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