Creating Value for Advisors with Emerging Tech

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  • 02 mins 21 secs
Dani Fava, Director of Institutional Innovation at TD AMERITRADE focuses on emerging technologies that can impact and assist the way advisors conduct business.


Advisor Technology with Tim

Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.