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Fidelity, Schwab, TDA & BNY Mellon Deepening Fintech Offerings

When we read items like the one below, none of this surprises us one bit.  The integrated fintech offerings of the top 4 custodians...
outdated technology

Investment Managers Mostly Using Outdated Technology

So what's wrong about using old and (relatively) outdated technology from around 1996 in money management? Well, one thing for sure, it shows you...

TDA’s New Robo-Advisor

Note from the CEO: Big news. A firm with a new robo-advisor. Oh yeah, been there, done that, seen that….yawn. What can you say? Well,...

TDA & Scottrade Pen Deal

Note from the Publisher:  We were not able to report on this story yesterday, but we have previously had the pleasure of working with...

Riskalyze Robo-Platform Teams With TDA

Riskalyze and TD Ameritrade Institutional, one of the largest custodians to independent registered investment advisors, today announced that Autopilot, the robo-advisory platform for advisors...

TDA Institutional Targets GenX & Millennials

Note from the Publisher:  TD Ameritrade is featured twice on our site today, which we feel indicates they are doing some interesting, noteworthy things. ...
Bitcoin

Bitcoin Surpasses $4,000 on Sunday

Here's a nice article from Sunday afternoon that by the time you read it on Monday morning it will totally outdated. Any news on...
Seed

Move Over Pork Bellies, Hello Hemp Seed

When I read this press release and dug in a bit further, my first words were..."oh wow", the same words they use with GREAT...
First Data

First Data/ CardConnect Deal Now Official

Deal done. CardConnect, a neighbor of ours here in Atlanta, is now officially part of First Data Corp and all it took was $750M...
Cybersecurity

Top Cybersecurity Trends for Financial Services Professionals

By David Juniper, Event Director, Cyber Security Events Series The advent of online banking has welcomed in a new era of risks. Rather than a...

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