The TD Ameritrade #NationalLinc conference is among my favorites due to the high-energy environment and excellent sense of community among attendees.
As an independent financial advisor who also doubles as a technology consultant for other RIAs and allied industry institutions, I had a fairly specific agenda for this event; in advance of the conference I identified some key speakers to hear. I also wanted to stay current on the expansive technology represented here.
Aside from our presence in the Business Consulting Lounge, where Blane Warrene both spoke on Privacy and Security as well as advising attendees on social media compliance, I was able to spend time touching base with the vendors we research and follow, as well as get introduced to new and emerging players in the technology space.
Read on at RIABiz to catch all of my thoughts on the conference.
