In a recent Investment News article Sheryl Rowling, Principal of Rowling & Associates, said “ByAllAccounts helps capture 401(k) and other similar assets without banging the door down."
Want to learn more about how we help advisors like Sheryl? Visit us in the VEO Integration area at this year’s TD Ameritrade National Conference. Our representatives will be available to answer questions and provide valuable information on how aggregation can help your practice.
Representing ByAllAccounts at TDAI2014:
Marcia Hickey Nickerson & Doug Irwin
For live #TDAI2014 updates, follow us on Twitter.
You may also be interested in:
How does the SEC feel about account aggregation? (Blog post by Cynthia Stephens, VP of Marketing, ByAllAccounts)
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