TD Ameritrade Conference: ActiFi CEO Segal on Selecting the Best Advisor Software

Written by John Sullivan, AdvisorOne Monday, 07 February 2011

Judging from the standing-room only crowd at “Selecting and Implementing the Best Software” Thursday at TD Ameritrade Institutional’s national conference in San Diego, advisors are still struggling with the cost and effectiveness of the software they purchase. Spenser Segal, president of technology provider and consulting firm ActiFi, based in Plymouth, Minn., offered the audience a five-step process meant to help clear the confusion. Read More..