Products April 11, 2011

Broad Financial Expands Web Site with Education Center

Broad Financial's Education Center provides financial advice regarding IRA and 401(k) plans.
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The Broad Financial educational resource explores IRA and 401(k) investment strategies, using an info-graphic that illustrates how a properly diversified portfolio should look. Broad Financial specializes in real estate and provides tips on how IRA and 401(k) funds can be invested in that sector specifically, along with other alternative investment tips. 

The Education Center also promotes Broad Financial’s Ultimate IRA and Solo 401k solutions. The company says these programs offer the following advantages:

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  • Checkbook control – the ability to invest funds instantly on time-sensitive and on-the-spot investment opportunities by issuing a check.
  • True Diversification – investments are not limited to stocks, bonds, mutual funds, and CDs; there is a range of alternative investments that include real estate, gold and silver, tax liens, small businesses, private placements, private loans, and foreclosures.
  • Self-directed investing to give plan holders control.
Products April 11, 2011

TD Ameritrade Launches iPad App for Advisers

TD Ameritrade Institutional is launching the “Veo Mobile” iPad app as part of its "future adviser workstation" objective. 
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Advisers that custody with TD Ameritrade Institutional will be able to access client account details such as balances, transactions and profile information, as well as real-time market data, news, and alerts. TD Ameritrade said it will eventually expand the app to include transactional functionality such as trading, account profile updates, and the ability to move money.  

Veo Mobile is part of TD Ameritrade Institutional’s “future adviser workstation” plan–an open architecture technology platform that will allow advisers to work away from the office. Third-party technology providers will be able to exchange information with Veo Mobile, giving advisers the ability to access various applications, such as their existing customer relationship management, financial planning, and portfolio management systems. Veo’s open access capabilities will allow disparate systems to “talk” to each other or exchange information on multiple devices including the iPad, the company said.

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“While Veo Mobile for iPad frees advisers from their desks and keeps them connected to critical information, the introduction of mobile technology is just part of the adviser office evolution,” said Jon Patullo, director, technology product management. “By allowing multiple adviser technology providers to integrate with Veo, we are making a customizable mobile workstation a reality for advisers.”

Advisers who custody assets with TD Ameritrade Institutional can download Veo Mobile for iPad free from the App Store or via iTunes at www.itunes.com/appstore.

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