A Touchstone of Information for Advisors

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  • 03 mins 09 secs
Aaron Guidotti, Director of Innovation at Grendel, highlights the evolution of TD Ameritrade Institutional's Veo One technology platform and how its enterprise offering integrates marketing with technology to give advisers tools to engage with clients and grow their business.

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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.