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The TDA conversion itself 'overdelivered' for 'seamlessness and communication,' but severed relationship with beloved Veo system left some RIAs with postpartum feelings about Veo that could increase as the dust settles, insiders say
The custodian may disrupt both the RIA technology and RIA custody businesses -- but not inexpensively
The RIA custodian built by taking token accounts from Schwab malcontents then scrambling for the rest is now leaving the peashooter at home
The giant RIA custodian explains it deliberate pace as a balancing of innovation with the veracity of the existing platform
The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance
The custodian rolled out a major event sprawled across multiple hotels
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
The number three custodian its letting its technology partners put the final touches on a low-walled garden
Pershing appears to have a lead in this area
Custodian hopes to open the platform to all vendors that pass a security check
Veo got a head start and has unique third party tools
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