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How TD Ameritrade is playing the logo game to spur 4,000 of its wavering RIAs to adopt its third-party hook-ups

'Veo Integrated' is a clunky name for smooth hand-offs of data from custodian to vendor to RIA -- and back

Author Brooke Southall July 24, 2013 at 5:09 AM
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Jon Patullo: This isn't endorsing the [software] firm.

RIA Custodians



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July 16, 2022 at 1:35 AM

Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus

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May 10, 2024 at 1:29 AM

A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says

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December 20, 2023 at 1:52 AM

Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation

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November 3, 2023 at 3:49 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

AdvisoryWorld
Tech: Other
Top Executive: Michael Wilson



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