Click here to watch the video on YouTube
2019 TD Ameritrade Institutional National LINC coverage sponsored by Envestnet | Tamarac Sign up for a demo at http://www.fppad.com/tamarac
PLAN-IT Wins Innovation Quest
Watch the finals of the inaugural Innovation Quest competition hosted by TD Ameritrade Institutional, where three companies each delivered a 15-minute pitch to an audience of some 2,000 independent registered investment advisors (RIAs) and panel of judges at the TD Ameritrade Institutional1 2019 National LINC conference.
Derrick Wesley of iMar Learning Solutions and his idea, Plan-It, are the grand prize winners of this year’s Innovation Quest. I spoke with Derrick after the award ceremony to learn about his inspiration for the financial literacy app and how TD Ameritrade Institutional helped him bring his idea to life.
