January 28, 2015
January 26, 2015
- Managing Director, Institutional Marketing, TD Ameritrade Institutional
“As Managing Director of Institutional Marketing at TD Ameritrade, I work with a team of talented associates who make our digital outreach programs possible. We look forward to meeting the expectations and experiences of the RIA Community in the digital age and are committed to providing you with the tools and resources you need to grow your business.”
Conference planning never stops. We’re already planning for 2016 and excitedly looking ahead to 2017 and beyond. But let’s talk about what’s been happening since Orlando last January. We’re embarking on our biggest event yet. Almost 3,400 attendees, 250 sponsors, and over 100 speakers. And you’ll notice our new name – National LINC 2015. Why?
We took a step back to reflect on how we can make our events better. We reviewed all your comments from past National, regional and the many other smaller events we produce each year. There were common themes that came up on what you liked and wanted more of. We also wanted to make it easier for you to tie together ALL the resources we provide to help you grow your business.
Our new name – National LINC – embodies this.
January 19, 2015
- Director, Technology Product Management, TD Ameritrade Institutional
As Director of Institutional Technology, my team and I are dedicated to staying on the leading-edge of advisor technology to help advisors run their businesses more efficiently and serve their clients more effectively.
It’s no secret the pace of change in financial advisor technology is accelerating. These changes create opportunities for investment advisors to improve the delivery of advice while also enhancing their own lives and those of their clients.
One thing that’s clear is that integration platforms are becoming the building blocks software developers use to integrate systems and add functionality to enhance the user experience. Open-access platforms that integrate technology from multiple sources have helped turn basic operating systems into springboards for innovation.