Tag : TD Ameritrade

Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech Investment Services News

Schwab Completes Acquisition of TD Ameritrade

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even better portfolio of world-class services and solutions, and a talented team united by an unwavering commitment to clients and a......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Fintech News

Independent Financial Partners Launches Connected Trading with Riskalyze, Further Deepening its Enterprise Relationship

Fintech News Desk
by Fintech News Desk0
Riskalyze’s seamless trading automation will help reduce manual operations and save advisors time Riskalyze today expanded its existing enterprise agreement with Independent Financial Partners (“IFP”), a broker-dealer and registered investment advisor managing $6 billion in assets. Through this agreement, IFP will switch from a file-based system to a multi-custodial FIX connection – implementing their access to......
TD Ameritrade Investor Movement Index: IMX Continues Upswing in June
Economy Fintech Investment Services News

TD Ameritrade Investor Movement Index: IMX Continues Upswing in June

Fintech News Desk
by Fintech News Desk0
The Investor Movement Index increased to 4.55 in June, up 4.6 percent from its May score of 4.35. The IMX is TD Ameritrade proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. Read More: GlobalFintechSeries Interview......
TD Ameritrade Investor Movement Index: May Activity Boosts IMX
Fintech Investment Services News

TD Ameritrade Investor Movement Index: May Activity Boosts IMX

Fintech News Desk
by Fintech News Desk0
The Investor Movement Index increased to 4.35 in May, up 11.54 percent from its April score of 3.90. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. Read More: GlobalFintechSeries Interview......
TD Ameritrade Adds thinkorswim Web for Seamless Online Trading Experience
Fintech News Trading

TD Ameritrade Adds thinkorswim Web for Seamless Online Trading Experience

Fintech News Desk
by Fintech News Desk0
TD Ameritrade is bringing its award-winning thinkorswim® trading platform to your web browser with thinkorswim Web, a new addition to the thinkorswim suite of platforms. Retail traders can now access thinkorswim equity and derivative trading from any modern internet browser on a new streamlined platform. Read More: M Financial Group Licenses......
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