Posts tagged as:

td ameritrade

Custodians cozying up to advisors by helping with practice management issues

by on February 10, 2010

It’s getting really competitive out there in RIA land.  Custodians, in an effort to attract more new RIA business, are feeling the need to provide higher and higher level services to their RIAs. Practice management seems to be a way for custodians to differentiate themselves.  An article on the WSJ Financial Adviser site yesterday shows [...]

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SmartStops rolls out BrokerLink with TDAmeritrade

by Zack Miller on August 14, 2008

As a follow up to my post on July 17th where I profiled SmartStops and the firm’s innovative way of handling trading exit strategies, it appears as if the firm landed a whopper of a partnership with the largest online broker, TD Ameritrade.  The agreement brings SmartStops’ BrokerLink,  the “ability to have trades automatically executed [...]

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