December 12, 2019

Financial Advisors’ Clients Don’t Feel Engaged and Desire More Personalized Communications, According to YCharts Survey Data

YCharts, an investment research, analytics, and client communications platform, announced the results of the company’s How Can Advisors Better Communicate with Clients? survey. The data revealed […]
September 9, 2019

Ten Years of Innovation and Collaboration Celebrated at TD Ameritrade Tech LINC

I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]