Tag Archives: LINC

PLAN-IT Wins the Inaugural TD Ameritrade Institutional Innovation Quest

Click here to watch the video on YouTube

2019 TD Ameritrade Institutional National LINC coverage sponsored by Envestnet | Tamarac Sign up for a demo atĀ 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.

Overstock.com to launch automated investment service: Flash briefing for February 5, 2018

Here are the links to today’s top stories:

Overstock.com and tZERO Advisors Launch Robo-Advisor Digital Investment Platform from Businesswire

Yes, You Can Find a Financial Planner Even if Youā€™re Not Rich from the New York Times

Everything New in Veo OneĀ® from the 2018 National LINC ConferenceĀ from YouTube

Welcome to the FPPad fintech briefing, Here are the top fintech stories you need to know today.

Overstock.com Announces Automated Investment Service

You never know when you’ll have the urge to buy a new sofa, portable generator, and, oh I don’t know, a diversified portfolio of low-cost exchange traded funds? Well now you’re in luck, as online discount retailer Overstock.com announced plans to introduce an automated investment service to its customers powered by tZERO Advisors. The service promises to match investors to one of several Adaptive Dynamic Portfolios managed by FusionIQ, or investors can customize their allocation among the portfolios on their own, all for a flat monthly fee of $9.95 instead of a fee based on percentage of investor assets like in other automated providers.

XY Planning Network Offers Affordable Fiduciary Financial Planning to Americans

Speaking of affordable monthly fees, millions of Americans think they need to have hundreds of thousands of dollars in order to qualify for an engagement with a comprehensive financial planner, but that is just not true according to a New York Times article by Ron Lieber published over the weekend. Leiber highlights the XY Planning Network, an organization of nearly 600 financial planners who all agree to act in their clients’ best interest at all times, offer affordable recurring fees simialr to a cable bill, and be willing to work virtually with clients from anywhere in the United States.

Updates from the 2018Ā TD Ameritrade Institutional National LINC Conference

And to finish last week, I attended the 2018 TD Ameritrade Institutional National LINC Conference and connected with the technology strategy team to learn more about the latest enhancements to the company’s Veo One solution for financial advisors. Here’s Managing Director Jon Patullo with a key takeaway:

The feedback for Veo OneĀ Ā® has been tremendous, advisers really love the platform to be able to come to one place and do everything they need to do is a home run. They’re thrilled with it, we’re in the process of rolling it out to all of our advisers, it’s available to every single adviser today, and they’re continuing to adopt it. It’s been a huge home run and we’re really excited to demo it for advisers this week.

My full interview with Jon is on the FPPad YouTube channel, so visit fppad.com/flashbriefing to get all the links to today’s top stories.

Iā€™m Bill Winterberg, and those are your fintech headlines for today from FPPad.com, be sure to check back in with me later for more fintech news.

What to expect from TD Ameritrade Institutional National LINC 2016

We are covering the 2016Ā TD Ameritrade Institutional National LINC Conference in Orlando where we are working to capture the technology news and announcements made at the event.

Watch the two-minute video above to preview what you can expect from our coverage of the conference.

Our coverage fromĀ TD Ameritrade Institutional National LINC isĀ brought to you by Wealthbox CRM. Sign up for a free trial today at wealthbox.com

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Click here to watch the preview video on YouTube

Veo One preview from the National LINC 2015 Conference

I just returned fromĀ TD Ameritrade Institutional National LINC 2015 Conference in San Diego where I produced a couple of videos covering the technology updates from the event.

VeoĀ® Vendor Village

First, you can get a glimpse of the “vendor village”Ā TD Ameritrade Institutional configures for the technology providers that are integrated with the open access capabilities of the VeoĀ® platform.

Nearly 40 of the 85+ integrated providers were on site providing demos of their technology to the thousands of advisors in attendance.

With over 85 integrated vendors, you may see several newĀ companies that you haven’t heard of before, including Advizr, Vanare, and Upside.

VeoĀ Oneā„¢

Next up is a preview of Veo Oneā„¢, TD Ameritrade Institutional’s updated online dashboard designed to be a single source for an advisor’s daily workflow.

Veo One is currently in a private testing period with select advisers, and the official rollout is anticipated in late summer or early fall of 2015.

The first five Veo One integrations will include DocuSignĀ® and Laser App Anywhere for account opening, financial planning software from MoneyGuideProā„¢, Orion Advisor Services for portfolio management, and Redtail Technologies for CRM.