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Thursday, April 26, 2012

11:25 AM - 12:00 PM


Zohar Swaine, Managing Director, Institutional Strategy, TD AMERITRADE INSTITUTIONAL

The innovation and advancement of technology for advisors has never been as quick or as pervasive as it is today, and for many firms, technology is business critical.  Looking ahead, what will the full impact of cloud, mobile, and social networking have on your practice?  How will these technologies intersect with practice management’s growth and productivity goals?  Attendees will leave this session with a better understanding of the changing advisor technology landscape and thoughts on how to better leverage technologies in advisory practices.

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