Tag: wealth management

RIA M&A Technology Solutions: A Webinar to Solve the Tech Puzzle

Introduction In the fast-evolving landscape of mergers and acquisitions (M&A) for registered investment advisors (RIAs), staying abreast of trends and technological shifts is crucial. In a recent webinar sponsored by DeVoe & Company, Mirador*, and ShellBlack, experts delved into the intricacies of wealth management M&A transactions from the technology side. Brad Grubb, Managing Director at…

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Dreamforce Sessions— Next-Gen Wealth Experiences

A quick disclaimer: I won’t spend any time on the AI announcements at Dreamforce 2023, as that was covered in another post Dreamforce 2023 — A Keynote Recap Starring AI. For those interested in learning more about how AI might open up new opportunities for Financial Services, though, here is some suggested reading: The Rise…

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What’s Next for TD Ameritrade Institutional Salesforce Users

The TD Ameritrade Institutional Editions of Salesforce are being sunsetted. In other words, TD Ameritrade and Schwab will no longer maintain or support these legacy CRMs. If you are a wealth management firm using one of the TD Ameritrade Institutional Editions of Salesforce, you should have received an email from Schwab regarding your CRM. You…

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