Insight into the Veo Open Access Initiative

  • |
  • 02 mins 19 secs
John Patullo, Managing Director, Technology Product Management at TD AMERITRADE offers an overview of how the integration landscape has changed through collaboration and created an efficient advisor experience.

Channel

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.