Chris Valleley

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  Tech Integration Directly Related to Client Face Time: TDAI’s Valleley

  By John Sullivan, AdvisorOne  |  January 31, 2013

  Here’s a statistic that should get every advisor’s attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%

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  TD Ameritrade Enhances Portfolio Rebalancing Platform

  By Danielle Andrus, AdvisorOne  |  August 14, 2012

  TD Ameritrade announced on Monday that it has enhanced its portfolio rebalancing platform to improve accuracy and make the system more efficient.

• Tech Execs Look to the Future: TD Ameritrade Conference

  By John Sullivan, AdvisorOne  |  February 3, 2012

  A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.

• Your Silver Bullet

  By John Sullivan, AdvisorOne  |  October 1, 2011

  At a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.

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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.