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  2. TD Ameritrade - Wikipedia

    en.wikipedia.org/wiki/TD_Ameritrade

    TD Ameritrade is a stockbroker that offers an electronic trading platform for the trade of financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, forex, options, mutual funds, fixed income investments, margin lending, and cash management services. [3] The company receives revenue from interest ...

  3. Through TD Ameritrade Institutional's open application programming interface ("API"), more than 60 third-party technology providers are working to integrate common applications advisors use in ...

  4. TD Ameritrade Institutional Brings the Power of iRebal to Veo; Bridges the Rebalancing Gap for Advisors New Online Version of the Leading Rebalancing Tool will be Available at No Cost to Advisors ...

  5. Thinkorswim - Wikipedia

    en.wikipedia.org/wiki/Thinkorswim

    Thinkorswim, Inc. was founded in 1999 by Tom Sosnoff and Scott Sheridan as an online brokerage specializing in options. [2] [3] It was funded by Technology Crossover Ventures. [4] In February 2007, Investools acquired Thinkorswim. [5] In January 2009, it was acquired by TD Ameritrade in a cash and stock deal valued around $606 million.

  6. Joe Moglia - Wikipedia

    en.wikipedia.org/wiki/Joe_Moglia

    Moglia spent 17 years at Merrill Lynch, where he was a member of the executive committees for both the institutional business and the private client business. Before leaving to take the role of chief executive officer at Ameritrade Holding Corp (now TD Ameritrade) in 2001, he was responsible for all investment products, the insurance company ...

  7. TD Ameritrade Institutional's RIAConnect™ Brings Like-minded Advisors Together to Explore Business Growth Opportunities Matching program aims to align advisors with compatible firms for ...

  8. TD Ameritrade Institutional Earns Top Marks for Advisor Satisfaction in Financial Planning Magazine's 2012 Tech Survey Veo ® Open Access Initiative Delivers Highest Satisfaction Results for ...

  9. Institutional investor - Wikipedia

    en.wikipedia.org/wiki/Institutional_investor

    An institutional investor is an entity that pools money to purchase securities, real property, and other investment assets or originate loans.Institutional investors include commercial banks, central banks, credit unions, government-linked companies, insurers, pension funds, sovereign wealth funds, charities, hedge funds, real estate investment trusts, investment advisors, endowments, and ...