 There's definitely opportunity for some synergies here...to standardize some security reviews, and then vendors add a lot of value to the industry as well.”Jon Patullo, Managing director of technology product management, TD Ameritrade Institutional |
What's next in adviser technology?
InvestmentNews Staff | InvestmentNews, January 2015
Read the article online >
Summary: InvestmentNews hosted a roundtable of technology executives from independent broker-dealers and custodians to learn about the biggest issues they're tackling, what they're hearing from advisers and what they plan to focus on next. Here's what they had to say:
Be the first to comment on this Article
