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Articles tagged "Veo"


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Ben Welch: We are bridging that gap.

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 at 7:51 PM

Tom Nally: If we just have a small piece of their business, we won't show up on the radar of senior management and internal operations staff will just look at you with resistance as yet another form to fill out or process to re-engineer.

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 at 3:49 PM

Kevin Kraus: This is the bread and butter of our platform.

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 at 4:29 AM

Ben Welch: This is a big advancement.

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 at 3:47 AM

Dick Cheney expressed some gloomy views about the economy and the terrorist situation.

TD Ameritrade brings some Florida heat to the RIA winter

The custodian rolled out a major event sprawled across multiple hotels

February 6, 2012 at 4:33 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

Redtail's Brian McLaughlin: Are we on the same page, and are we ready to go with the ability to open a new account through Redtail?

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 at 2:49 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

Jon Patullo: [Advisors] were stoked that Veo was available on a Mac.
May 3, 2010 at 6:12 AM

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