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TD Ameritrade Institutional

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Irving, TX 75063-6043

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Cincinnati, OH 45277-0074

AdvisorEngine is one of six new Veo One integrations since June 2017

ORLANDO (February 1, 2018) – As the accelerating pace of technology change raises the bar for independent registered investment advisors (RIAs), TD Ameritrade Institutional1 is helping clients envision how the latest advances can impact their firms and explore ways they can raise their own technology game and remain relevant in a quickly evolving industry.

Some 2,000 RIAs got a glimpse of tomorrow’s technology during TD Ameritrade Institutional’s annual RIA conference, 2018 National LINC, where they were able to rub elbows with virtual reality and digital assistants, match wits with artificial intelligence and demystify blockchain. Advisors experienced exponential technologies that may someday have applications in wealth management, such as augmented reality, virtual reality and brain-to-computer technology.

“These days, you can imagine the future and then, before you know it, what once seemed impossible has become reality,” said Tom Nally, president, TD Ameritrade Institutional. “We want to give independent RIAs the tools and capabilities they need to navigate a rapidly changing world, so that they may continue being drivers of disruptive change for the better.”

Indeed, TD Ameritrade Institutional has delivered several technology tools and services that advisors can be excited about in the here and now.

With enhancements to Veo One and iRebal, and the introduction of Model Market Center and the FA Insight Benchmarking Tool, TD Ameritrade Institutional offers the tools, services and functionality that can help advisors compete in a digital world. LINC attendees could see these and other new technologies in “Veo Village,” where 85 innovators are gathered to exhibit their latest and greatest.

Veo One Enhancements

TD Ameritrade Institutional extended its technology lead in the investment advisor space when it launched Veo One, a next-generation advisor platform that consolidates all of an advisors Veo-integrated technology tools into one desktop with a single sign-on.

In the past year, TD Ameritrade Institutional clients have realized the benefits of Veo One’s deep integrations with popular tools, which lets advisors move seamlessly among applications and automates routine workflows, saving them time and unlocking new efficiencies. In the coming year, TD Ameritrade expects to train and onboard 2,000 more firms. They also continue to make Veo One better.

TD Ameritrade Institutional has added 47 new features and functions, available on legacy Veo, to the Veo One platform in the past year. The result: Veo One has essentially all of the capabilities and functions of the legacy Veo. At the same time, Veo One continues to integrate more technology tools and services to its open-architecture platform, increasing its utility to more advisory firms who want to leverage technology investments they already made.

Just as they added 138 third-party technology tools since launching the Veo Open Access integration platform in 2011, TD Ameritrade Institutional will keep adding applications to Veo One over time.

AdvisorEngine is one of six new Veo One integrations since June 2017:

1. AdvisorEngine

2. Advyzon

3. Blueleaf

4. Envestnet – Tamarac

5. RightCapital

6. Wealthbox

Veo One now features 22 integrated applications from 20 technology companies. These six new additions (listed above) join 16 tools and services previously integrated with Veo One:

· AdvisoryWorld

· DocuSign

· eMoney

· Envestnet - Finance Logix

· iRebal on Veo

· Junxure Cloud

· Laser App Anywhere

· Laserfiche Cloud

· MoneyGuidePro

· Morningstar AWS

· Morningstar Office

· Orion

· Redtail

· Salesforce

· SS&C Advent - Black Diamond

· thinkpipes

Do More with Veo One

Advisors on TD Ameritrade Institutional’s Veo platform now also have access to more tools, widgets and workflow automations, such as an account opening wizard, a status tracker and remote deposit capture. The Veo Advanced Alerts platform lets different third-party systems receive updates from the Veo custody platform and communicate with each other, realizing even greater gains in efficiency.

In 2018, they made Veo One even more powerful by delivering big data and analytics tools right to advisors’ desktops, helping advisers gain critical knowledge about their firm’s performance and how they stack up against their peers. The first offering from Veo One Analytics, available now, is the FA Insight Benchmarking Tool, powered by more than 15 years of industry data on business performance, compensation and other key metrics important to business-owners.

Delivering meaningful innovation like this is a top priority for TD Ameritrade Institutional, as well as elevating awareness of the opportunities – and challenges – that come with change. With new tools and new capabilities, combined with expert consulting support, TD Ameritrade Institutional seeks to help RIAs navigate and embrace change.

“In order to stay relevant in this time of exponential change, advisors must adopt a future-forward mindset – an ability to play their businesses forward not just the next four quarters but the next five to 10 years,” said Nally. “A changing world doesn’t have to be intimidating or frustrating. We think it’s an opportunity and a good reason to be excited about tomorrow.”

To Learn More

To learn more about Veo One, iRebal on Veo or the FA Insight Benchmarking Tool, TD Ameritrade Institutional clients can contact their relationship manager. Other advisors can call them at (800) 934-6124.

Access to the Veo platform’s open access capabilities is provided as a service to independent advisors using the brokerage, execution and custody services of TD Ameritrade. Veo Open Access is an indication of potential programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of any third party’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by a third party. Since TD Ameritrade must ensure that all vendors meet security requirements, integration with new vendors is not immediate and cannot be guaranteed.

FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade Inc. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.

iRebal on Veo is a technology offering of TD Ameritrade Institutional and is powered by iRebal. iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc.

About TD Ameritrade Institutional

TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 6,000 fee-based, independent RIAs and their clients. Their advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

About TD Ameritrade Holding Corporation

TD Ameritrade provides investing services and education to more than 11 million client accounts totaling more than $1 trillion in assets, and custodial services to more than 6,000 registered investment advisors. The firm is a leader in U.S. retail trading, executing more than 700,000 trades per day for our clients, nearly a quarter of which come from mobile devices. It has a proud history of innovation, dating back to our start in 1975, and today their team of 10,000-strong is committed to carrying it forward. They are leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better. Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or read the stories at Fresh Accounts.

Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC

1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation

Source: TD Ameritrade Holding Corporation

View source version on businesswire.com: http://www.businesswire.com/news/home/20180201005103/en/

Source: TD Ameritrade Institutional

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Last Updated: 18th September, 2021

New RIAConnect explores potential deals, finds top talent through a virtual community

– Even before travel and face-to-face meetings were shut down by the global pandemic, forming strategic business relationships could be a challenge. But what if advisors could make introductions with other advisors throughout the United States — anonymously, virtually and at no cost – from the comfort and safety of their home offices?

Starting today, they can. TD Ameritrade Institutional¹ introduces RIAConnect^®, a new technology tool that makes it easier for independent registered investment advisors (“RIAs”) to make the kind of people connections that can help them pursue their strategic goals.

A New & Improved Way To Connect

RIAConnect is designed to facilitate virtual introductions between potential acquirers and firms exploring a sale or a merger. It can aid firms looking to implement succession or contingency plans. Additionally, it connects firms that want to hire next-generation talent with graduates and career-changers looking to join an advisory firm.

RIAConnect provides all these services — at no cost — exclusively to clients of TD Ameritrade Institutional. Better yet, clients have seamless access to RIAConnect through Veo One^®, TD Ameritrade Institutional’s advanced custody and brokerage platform.

“Advisors are looking for a safe, secure, virtual community that can help them scale and pursue their strategic goals,” said Scott Collins, Managing Director of Sales Consulting at TD Ameritrade Institutional. “RIAConnect can help advisors find top talent and acquisitions that can fuel growth and better position their firms for the future. It’s not just about making deals: it’s about making connections that can lead to bigger and better things.”

A Next Generation Talent Solution

Meanwhile, the RIA industry faces a talent shortage as a wave of retirements is expected to outpace the numbers of young professionals joining RIA firms. Advisors tell TD Ameritrade that though they’re eager to add next generation talent, they don’t always know where to look. RIAConnect offers an effective way to search for high-performing talent by connecting firms with recent graduates and career changers.

Likewise, young professionals, career-changers and financial planning students now have a greater opportunity to connect with advisors and explore job opportunities. Though RIAConnect^® NextGen, RIAs can search for potential interns and full- or part-time employees, screening by years of work experience, professional designations, where they’re located, and their field of study. Advisors will be able to reach out and start the conversation directly through the RIAConnect platform.

“RIAConnect NextGen will foster a virtual community that can facilitate connections with the future leaders of the financial planning profession,” said Kate Healy, Managing Director of Generation Next at TD Ameritrade Institutional. “We can use technology to help our clients find and recruit top talent from our nation’s colleges and universities, increase diversity in the profession, and address succession planning – all of which is essential to helping RIAs compete and thrive for years to come.”

Making it Easier to Find a Match, Virtually

RIAConnect can help advisors find top talent and acquisitions that can fuel growth and better position their firms for the future. It’s not just about making deals: it’s about making connections that can lead to bigger and better things...

Several industry trends underscore the market’s need for RIAConnect.

Advisory firm M&A activity has been red hot in recent years, surging 60 percent to a record high in 2019.² At the same time, more potential breakaways are exploring paths to independence that do not require starting their own business: 19 percent of potential breakaways say they are open to joining an existing RIA firm compared to 9 percent just six months ago.³

Yet reliance on traditional one-on-one introductions can make it challenging to meet compatible individuals or firms. RIAConnect would help facilitate introductions between buyers and sellers, who can virtually discuss strategic goals and explore combinations, as well as connect firms with more job candidates.

Through the platform. RIAs can create profiles that include geographical location, investment philosophy, value proposition, professional goals and objectives. RIAConnect uses these criteria to suggest firms or individuals that may be a good match. Advisors then can message other advisors or next gen candidates — directly, anonymously and secure — revealing their identity only when they choose.

To learn more about RIAConnect, visit here.

About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.
About TD Ameritrade Holding Corporation
TD Ameritrade provides investing services and education to approximately 12 million client accounts totaling approximately $1.2 trillion in assets, and custodial services to more than 7,000 registered investment advisors. We are a leader in U.S. retail trading, executing approximately 2 million daily average revenue trades per day for our clients, nearly one-third of which come from mobile devices. We have a proud history of innovation, dating back to our start in 1975, and today our team of nearly 10,000-strong is committed to carrying it forward. Together, we are leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better. Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com or read our stories at Fresh Accounts.
Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC.
1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.
2 FA Insight, FA Insight Mergers & Acquisitions Activity: 2019 Year-End Update, fainsight.com
3 TD Ameritrade Institutional, 2020 Breakaway to Independence Survey, June 2020 (not published)
Source: TD Ameritrade Holding Corporation
BI# 1358812

06/16/2020 • Filed Under: New Products 

While independent registered investment advisors (RIAs) have enjoyed enormous growth and success during the past decade, the future may be even brighter for those who embrace technology and strategies that can make their firms more productive, scalable and sustainable, TD Ameritrade Institutional¹ President Tom Nally told more than 3,200 RIAs and other executives gathered at National LINC 2020.

Nally applauded the impressive growth of RIAs over the past two decades but noted the marketplace is evolving at a quickening pace.

With change come challenges that will require advisors to pursue a more modern approach: embracing technology and employing outsourcing practices that can help advisors spend less time operating the business and more time serving clients. Just as importantly, firms must adapt to a demographic changing of the guard by hiring next gen talent, as the industry’s leadership transitions to Millennials and Gen Xers from Baby Boomers.

And though news that TD Ameritrade agreed to be acquired by Charles Schwab Corp. arrived in November, Nally emphasized that the fastest-growing RIA custodian is not taking its foot off the gas pedal. TD Ameritrade Institutional continues to make strategic investments in the industry’s leading technology, investment solutions, and educational resources to help RIAs compete and grow.

“We’re honored and incredibly proud to help RIAs serve investors. We know that for all of you in this room, the future holds exciting opportunities,” said Nally. “Here at TD Ameritrade Institutional, we’re going to keep delivering the innovative tools, the practice management expertise and the dedicated client service that you need to keep your businesses firing on all cylinders.”

Making Great Technology Even Better

Technology was again front and center at National LINC. TD Ameritrade Institutional unveiled a series of enhancements to Veo^® One, the game-changing, next-generation technology platform for RIAs. Overall platform performance, speed and user experience have been improved. New features and functionality, such as the ability for screen-sharing between Veo One and AdvisorClient, have been added.

Built on a flexible, open-architecture platform, Veo One enables advisors to work with more than 35 third-party technology tools and applications, including many of the most popular CRM, financial planning and investment management tools. That list continues to grow, the same way Veo Open Access has now amassed integrations with an unmatched 175 different tools and applications.

Based on feedback from advisors, Veo One alerts have been enhanced with many new features making it easier to group, sort, filter and expert alerts. TD Ameritrade has helped streamline and simplify the process of creating and submitting a management fee invoice for processing, while the Veo One Message Center likewise has been upgraded to leverage newer technologies for an improved user experience.

This summer, TD Ameritrade Institutional will introduce a new digital marketing dashboard that will help advisors measure and improve the effectiveness of their web presence and social media activity.

TD Ameritrade Institutional also told advisors it will complete the process of upgrading all firms to Veo One. To make the transition as smooth as possible, advisors will make the move to the next-generation platform in waves over the coming year, getting time to become familiar with Veo One’s innovative features, functionality and superior ease of use.

The next-generation AdvisorClient.com portal, for investors who work with RIAs on the TD Ameritrade Institutional platform, continues to evolve with new functionality and features – inspired by feedback from investors and advisors — resulting in a superior user experience. New features include different ways for clients to view and analyze their portfolios. It’s a new client site built by clients, for clients.

And soon, advisors and their clients will benefit from enhancements that will make new-account opening easier and more secure. Veo One will enable in-person signing by clients, eliminating the need to transfer forms via email when the client is in their advisor’s office. Investors also will be able to approve new-account forms using two-factor authentication via text, an alternative to answering security questions. Both enhancements are scheduled to be launched in March.

Model Market Center, the industry’s leading marketplace for third-party portfolio models, continues to offer more choices to advisors who prefer to use portfolio strategies developed by investment management experts and available off the shelf. Since its most recent expansion announced Sept. 10, 2019, Model Market Center has increased the number of investment models by 40 percent to 470 models and expanded the number of model-providers by more than a third to 47.

Helping Advisors Find and Develop Next Generation Talent

Preparing firms that can compete and thrive for decades to come also requires developing next generation talent, whether as part of succession planning or to build the human capital needed to support scalable growth. TD Ameritrade Institutional during LINC announced the launch of its new LEAD Program for Associate Advisors, through which client RIAs can enroll associate-level advisors for a year-long learning, education and development course starting with a boot camp at the company’s flagship offices in Southlake, Texas.

TD Ameritrade Institutional will also later this year unveil its new and improved RIA Connect, a matchmaking tool with a dual purpose: first, to help bring together buyers and sellers seeking M&A opportunities; and second, to help RIA firms find and hire next-generation talent as interns or associates.

“We are not slowing down. We are not pushing pause. We are accelerating efforts to deliver the best possible experience for advisors and their clients,” Nally said. “We’re going to continue to show the world what we can do, helping independent RIAs provide trusted wealth-management advice to ever-growing numbers of investors.”

To learn more about the latest enhancements at TD Ameritrade Institutional, and how they can help advisory firms, visit www.TDAI.com or call (800) 934-6124.

About TD Ameritrade Institutional

TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend more time doing what matters most — serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, TD Ameritrade Institutional supports RIAs as they build businesses that positively impact their clients and communities. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corp.

About TD Ameritrade Holding Corporation

TD Ameritrade provides investing services and education to more than 12 million client accounts totaling approximately $1.4 trillion in assets, and custodial services to more than 7,000 registered investment advisors. We are a leader in U.S. retail trading, executing an average of approximately 1 million trades per day for our clients, more than a quarter of which come from mobile devices. We have a proud history of innovation, dating back to our start in 1975, and today our team of 10,000-strong is committed to carrying it forward. Together, we are leveraging the latest in cutting edge technologies and one-on-one client care to transform lives, and investing, for the better. Learn more by visiting TD Ameritrade’s newsroom at www.amtd.com, or read our stories at Fresh Accounts.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) / SIPC (www.SIPC.org).

¹ TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation

The Quick and Easy 5-Step Guide to Signing in to LinkedIn

Nowadays, networking is more important than ever. The important thing is that you should knowthe Quick and Easy 5-Step Guide to Signing in to LinkedIn. Only 15% of jobs are ever advertised, which means that the other 85% of jobs can be searched with the help of networking. For searching for a job, LinkedIn now becomes necessary to any Networker's Tool Kit. This post will provide youthe Quick and Easy 5-Step Guide to Signing in to LinkedIn. However, before we start first, it is essential to know about LinkedIn. It is the leading online directory of professionals and companies. They both use LinkedIn for professional networking, recruiting, searching for a job, building a career, and staying in touch with the connections. Usingthe Quick and Easy 5-Step Guide to Signing in to LinkedIn, you can access LinkedIn because Most companies use LinkedIn as a tool that helps hire a manager or recruiter to search for a candidate who finds a job. How to Sing Up for LinkedIn? To log in to Linked in there isthe Quick and Easy 5-Step Guide to Signing in to LinkedInis here. However, you will need to sign up to join. To create an account on LinkedIn is very easy, free, and very simple. Here are the steps to create an account on LinkedIn. Open the site of LinkedIn. Insert your first and last name. After that, write your email address Select your password Tap the Join button. LinkedIn password is case-sensitive. A strong password has letters, numbers, and also some special characters. If you forget your password, there is an option to reset it, and the link will be sent to the email you used to enroll on LinkedIn. How to Log in to LinkedIn? After creating a profile, it is effortless to sign into the LinkedIn account to update the profile, link with networking contacts, send messages to connecting contacts, search for a job, search for information on hiring companies, join a career, and the business-related groups. Here isthe Quick and Easy 5-Step Guide to Signing in to LinkedIn. Open the LinkedIn site. Enter your email address Enter your password Tap to the Sign In button. In this way, you should be brought to the "Home" page. Tap on "Me" to go to your profile and make any edits you want. It is essential to log in to LinkedIn regularly to make your network of contacts and keep your profile updated. Upload a Professional Photograph: Once the user has signed up for the LinkedIn account, they will make a LinkedIn profile. For this, many businesses and individuals start with friendly and engaging photos.The Quick and Easy 5-Step Guide to Signing in to LinkedInis to view Profile photo to increase the views. Beyond this, the photo is the first impression. Do not be tempted to save money here. Follow these simple tips to select a photo. The photo must be a recent headshot and look very professional. Ensure that the face is centered in the photo and wear proper work clothing. For the business, it is good to use their company logo. LinkedIn also provides you an option to add a background photo to the profile page. If you want to do this, use an image that is related to your professional life. Write LinkedIn Headline: Below the profile picture, the headline will appear. It should be short, catchy, and describe what makes you unique. You can also write your current job title here. Create your headline stand out by describing your primary skills or ability. The headline is fundamentally the online brand that you are exasperated there to the world,the Quick and Easy 5-Step Guide to Signing in to LinkedIn. Your headline, name, and profile photo are the first things LinkedIn users look at when searching LinkedIn and finding your profile. Those elements show whether the reader will tap through your complete profile. Create Your Experience Profile: Must include all the same information as your current resume. This information has your past and present work experience, education, any volunteer experience, abilities, and skills. With the help of a complete LinkedIn profile, you can quickly contact the recruiter or employer,the Quick and Easy 5-Step Guide to Signing in to LinkedIn. Use the profile like a resume and give anticipated employers complete information about your skills and experience. Adding promotions may have got the position. You can also add any accomplishments you had while with the firm. In order to reduce the customer, wait time through instituting a new system, handled the preparation of bringing a new system online, or built a better organization of files for the company. After you create this section, LinkedIn will allow you to add the company's logo if they also have a LinkedIn page. Including the company logo will give the permit to those viewing your profile to navigate to the company and see the information contained there. You can also include some samples of your work that you completed for the clients. Read more:2 Ways to Reset The Instagram Password on Phone and Computer Extremely Simple

How are you addressing the increasing demands of your back office?

Join us for an interactive workshop to discover how to become more efficient in your day! You’ll learn how to reduce your NIGO rate and how to use time-saving tools such as same-day check scanning and deposits, online account opening, and client self-service tools. We’ll also highlight the latest form changes. Come learn about smart technology decisions and how to work efficiently with your TD Ameritrade service team! This is a hands-on session, so bring your laptops and prepare to get involved.

Workshop Highlights

Learn about time-saving capabilities including:

• Online account opening and electronic signature using the Veo® Account Wizard
• "Same-day" check scanning and depositing right from your desk
• Real-time monitoring of pending forms requests using the Veo Status Tracker chase credit card minimum payment
• Client remote deposits and client-self enrollment with AdvisorClient® and AdvisorClient Mobile
• Bringing your existing Veo integrated third-party technology applications onto one platform, Veo One, for a complete view of your clients and your business
• Navigating the Education Center
• RMD best practices

The TD Ameritrade Virtual Agent demoed at LINC is being launched in March, Patullo said, helped by the experiences of a “couple thousand” current testers of the tool. That process is making the tool “smarter over time,” Patullo says, as those beta testers seek answers from the online-chat-like tool. So if an advisor user asks the agent “How do I open a trust account?” for the first time and the virtual agent doesn’t “know” the answer, Patullo explains, a human chat agent would provide the answer. But the next time an advisor asks that question, the virtual agent would provide the answer, and could do so 24/7 in a chat format. Patullo is quick to point out, however, that an advisor could always request a human service agent.

As ThinkAdvisor previously reported (TD Ameritrade Launches Tech Awards With a Twist), TDAI tried something new this year at LINC to both reflect its open-architecture, collaborative approach to technology and to encourage tech innovations that could benefit advisors and their clients. For the Innovation Quest competition, TDAI solicited advisors and the fintech community to present tech tool ideas, and 135 eligible submissions were made.

In a live TV Shark Best bank or credit union near me event, the three finalists for the $50,000 grand prize made their cases to a celebrity panel of judges—including Joel Bruckenstein, TD Ameritrade Chief Information Officer Vijay Sankaran and actual Shark Tank judge, Robert Herjavec—and LINC attendees. The judges and the attendees (via the LINC conference app) voted for the winner, which turned out to be an interactive financial literacy app called Plan-It suitable for children as young as five years old and for adults through retirement created by Derrick Wesley of iMar Learning Solutions. Wesley, a sixth-grade reading teacher, made a passionate plea for the importance of financial literacy, and while several of the judges fretted that his laudable idea was too impractical to solve such a big problem, he nevertheless won the competition with the majority support of the attendees.

All three finalists—including runners up Patrick Beaudan, CEO of Emotomy, and advisors Timothy Hooker and Brian Smith of RIA firm Dynamic Wealth Solutions, were awarded $25,000 each and given a trip to the conference to present their ideas. As winner, Wesley was presented with a $25,000 check to continue development of his app.