Tag Archives: Institutional

Follow the TD AMERITRADE Institutional 2011 Conference Twitter Backchannel

Posted on January 31, 2011 by in General

Wednesday marks the start of the 2011 independent adviser conference season with the TD AMERITRADE Institutional 2011 National Conference in San Diego, CA. While we presented at the event last year, this year we’re not able to attend.

This year’s conference agenda is packed with diverse information, but we’re particularly interested in the sessions revealing more information on TD AMERITRADE Institutional’s Open Access Technology. If the custodian rolls out an equivalent of an SDK (software development kit) to its technology infrastructure, it may issue a new wave of tight and highly-functional integrations with 3rd party software.

Also, we’re pleased to see the custodian’s progressive adoption of social media communication at its conference. The company created a Twitter account, @TDAI_National11, and selected an official hashtag of  #TDA2011 to identify conference-related tweets.

We turned TD AMERITRADE Institutional on to VisibleTweets.com, so if you see your tweets projected on flat-panel displays or projectors, you can thank us!

[blackbirdpie url=”http://twitter.com/#!/TDAI_National11/status/27471415758299137″]

Black Diamond Inks Deal with Shareholders Service Group

Posted on May 10, 2010 by in Technology

Update: Brooke Southall and his team at RIABiz posted an article today discussing the partnership in more detail. Read it by clicking here.

Another custodian has formed a partnership to increase its technology offerings to affiliated advisers.

Shareholders Service Group (SSG) of San Diego, Calif. announced today that it is partnering with Black Diamond Performance Reporting of Jacksonville, Fla. to deliver its industry leading, web-based portfolio management and reporting system through the SSG platform.

Click here to view the press release for the Black Diamond and SSG partnership (Yahoo! News).

Read More…

Follow the TD AMERITRADE Institutional Conference Twitter Backchannel

Posted on February 3, 2010 by in General

I’ll be appearing this Friday on a panel titled Leveraging Social Media to Grow Your Business at the TD AMERITRADE Institutional 2010 National Conference in Orlando, FL.

Click here to view the entire conference agenda.

I’ll be attending the conference all day Friday and will attend the ethics CE session Saturday morning (my CFP® certification renewal is due at the end of this month!). So if you see me, stop me and introduce yourself. Don’t know what I look like? Check my bio for a photo.

Also, if you’re interested in my other upcoming presentations, please check out my speaking page.

Finally, I complied a list of conference attendees on Twitter, so check it out to see who’s tweeting from the event. Most are using the #TDA2010 hashtag to identify conference-related tweets.

See you there!