Updates from 2020 National LINC

I met with TD Ameritrade Institutional’s Jon Patullo to discuss how TD Ameritrade Institutional is moving forward with its advisor technology initiatives given the recent new of the acquisition by Charles Schwab..

Top 3 Innovation Trends for 2020

Hear what Dani Fava, Director of Innovation for TD Ameritrade Institutional, has to say about three innovations that are just around the corner (or in some cases, here today!) that are sure to change the conversations financial advisors are having with clients..

Benefits of Migrating to Envestnet | Tamarac

Learn from Stephen Seo, Chief Investment Officer of RVW Wealth in Los Angeles, about the benefits his firm unlocked by making a transition to the Envestnet | Tamarac platform.

Tour Schwab’s Tech Alley with John Connor

In what’s becoming an annual tradition while attending the Schwab IMPACT® conference, I once again connected with John Connor, VP of Digital Advisor Solutions with Charles Schwab to tour a sampling of the vendors participating in the “Tech Alley” in The Exchange.!

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The Blue Shirt Vault!

Enjoy episode four of FPPad Tech Tour featuring a conversation with fintech industry’s self-proclaimed nerd Michael Kitces.