How boomers could spark tech innovation

Across all generations, financial planning software (79%) is the most commonly used technology followed by client portal (57%) and risk profiling and analysis technology (51%), the survey found. Addit…Powered by...

TD Ameritrade Launches Tech Awards With a Twist

There are a number of awards in the advisor industry that celebrate innovations and success in technology, but TD Ameritrade Institutional … This Van Alstyne, Texas-based firm was nominated for Plan …Powered by...