Aptus Capital Advisors

Delegation vs. Automation

The Evolution of Model Market Centers

July 21st | 3:00 central/4:00 eastern

Speakers

Ken Courtney:
VP, Managed Account Consulting,
TD Ameritrade Inst.

JD Gardner, CFA CMT:
CIO and Founder,
Aptus Capital Advisors

Ryan Federico:
Product Manager,
TD Ameritrade Inst.

James Yahoudy, CFP:
Business Consulting,
Aptus Capital Advisors

Model Marketplaces have two key elements: The platform/technology and the model provider. We thought bringing perspectives from both sides to discuss use cases and best practices would lead to a great conversation.

We will dig into a variety of managed account solutions, how technology is allowing for cheaper advice, benefits to the advisor/client, and dive into the Aptus Capital Advisors approach. Please join us for this interactive conversation with TD Ameritrade’s Managed Accounts team and Aptus Capital Advisors.

TD Ameritrade, Inc. and Aptus Capital Advisors are separate unaffiliated companies and are not responsible for each other’s services or policies.