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The Lab

Written by Joel Bruckenstein, Financial Planning Magazine Friday, 04 February 2011

Custodians who serve independent RIA firms appear to be escalating a technology arms race. The most visible front in this battle is integrating third-party applications. As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT.

Established in 1999, FCAT is a central group within Fidelity charged with evaluating technologies for the firm. That's a tall order, as Fidelity spends approximately $2 billion per year on technology, and many company insiders view its technological edge as the foundation of its success. Read More..


TD to jump on iPad bandwagon

Written by Investment News Staff Friday, 04 February 2011

TD Ameritrade Institutional will soon take the wraps off a mobile application that will allow financial advisers to manage client accounts on an iPad.

The iPad-specific app will give advisers to access Veo, the firm's institutional trading account management platform, said TD Ameritrade Institutional president Tom Bradley at the company's national conference for advisers in San Diego on Thursday. Read More..


TD Ameritrade Institutional Data Integrated Into AdvisorVault For Secure Viewing By Advisor Clients

Written by Andy Gluck, Advisors4Advisors Thursday, 03 February 2011

Advisor Products completed the first phase of its integration with TD Ameritrade Insitutional, enabling clients of advisors to securely view account balances, holdings, and transactions from their advisor’s website.

Advisor Products, which hosts websites for about 1200 advisory firms, automcatically pulls the account data into AdvisorVault. When an advisor client logs into his vault, his account data is automatically pulled from TD Ameritrade’s servers. Read More..


Third-party vendors vouch for TD Ameritrade's API at first general session

Written by Brooke Southall, RIABiz Thursday, 03 February 2011

Three third party vendors sat on a panel at the first general session of TD Ameritrade’s 2011 national conference at the Manchester Grand Hyatt in San Diego and explained why they’re buying into the custodians’ approach to creating a big ecosystem of technology in the RIA business. The company is making its data readily available to all legitimate comers.

Kevin Hughes, accounts and integrations executive for MoneyGuidePro, Eric Clarke, CEO of Orion Advisor Services, and Chris Roberts, Redtail Technology broker-dealer and institutional relationship manager, enthused about how the most noticeable difference of connecting more directly with TD’s platform, Veo, will be real-time data. Currently data only flows in once a day. Read More..


Maximizing Tech Tools

Written by David Lawrence, Financial Advisor Magazine Wednesday, 02 February 2011

When applied correctly to a financial practice, technology can substantially improve the operations of that practice and even contribute to increased profits. But the other side of that story is the equal chance that, when improperly used, technology can actually interfere with efficiency and profitability. The key is to understand how either possibility could arise and to do research on exactly what and how much technology should be introduced into your practice. Here are a few tips to help you out along this path. Read More..


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