NEW YORK, United States, January 15, 2013 – In partnership with TD Ameritrade, Croesus hosts the 2013 Strategy Building Event for Advisors at the New York Stock Exchange (NYSE) in New York City. More than sixty financial advisors joined the event to collaborate with leaders in the RIA space to discuss how to break through boundaries with their practice and look towards the future.
Four guest speakers were invited to present at the event. The first speaker, Fritz Meyer, economist and market commentator, presented an in-depth analysis of economic and financial market trends followed by recommendations on investment strategies. The second presenter, Christine Gaze, Director of Practice Management at TD Ameritrade, presented insights on what ultra high net worth clients are concerned about, what best practices advisors are implementing and what new trends are leading the rules of client engagement. Andrew Gluck, Journalist and Founder/CEO of Advisor Products, followed with a discussion about the social advisor and how to leverage social media tools to transform social skills into new opportunities. Lastly, David Mastroberardino, Product Director at Croesus, talked about how practice management technology helps with increasing regulations, sophisticated investment solutions and clients demanding better information about their portfolios. The event ended with a visit of the NYSE trading floor and the closing bell.
Since 1987 Croesus has provided brokerage firms and independent advisors an advanced portfolio management and integrated CRM software. Croesus enables investment advisors to improve the management of portfolios and relationships, optimize the assessment of performance returns, while reducing exposure to risk by meeting GIPS compliance requirements. As a comprehensive solution, the Croesus SaaS platform integrates with major back-end systems such as IBM, custodians like TD Ameritrade and financial information providers that include Morningstar and Fundata. The software of choice for leading brokerage firms like CIBC Wood Gundy and National Bank Financial, Croesus clients manage over $350 B in total Assets Under Management.
About TD Ameritrade
TD Ameritrade provides investing and trading services for nearly six million client accounts that total more than $400 billion in assets and custodial services for more than 4,000 independent registered investment advisors. With clients placing, on average, approximately 400,000 trades each day, TD Ameritrade maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha Nebraska in 1975. www.tdameritrade.com