TITLE

TFA Adds Last Piece of Paperless Platform

AUTHOR(S)
Hintze, John
PUB. DATE
March 2008
SOURCE
Securities Industry News;3/31/2008, Vol. 20 Issue 13, p11
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article reports that Transamerica Financial Advisors (TFA) is offering its brokers and advisers the tools to create a completely electronic office, from signing documents to managing them through the approval process. It is stated that the TFA Synergy platform does not mean paper is disappearing anytime soon. The platform is being used by Brinker Organization president Joe Brinker and his advisers for imaging and document management.
ACCESSION #
31567237

 

Related Articles

  • Online Brokerages Hit a New Low. Carter, Adrienne // Money;Aug2000, Vol. 29 Issue 8, p113 

    Reports on a gimmick that online brokers are using to lure customers by offering them commission-free stock trading. The significant sacrifices that customers must make when trading this way; How brokerages can afford to execute commission-free trades; Some of the online brokers that offer free...

  • the BEST ONLINE BROKERS of 2000. Haggin, Leslie; Carter, Adrienne; Daragahi, Borzou; Garcia, Erica; Jidoun, Grace; Murphy, Brian P.; Pachetti, Nick // Money;Jun2000, Vol. 29 Issue 6, p147 

    Provides the results of an evaluation of online brokers that was conducted by opening accounts at 20 leading Web-based brokerages. How the brokers rated in five crucial categories; How winners of the 1999 evaluation performed; The best online brokers for mainstream investors; The best online...

  • The Trading Rust Belt. Byrne, John A. // Traders Magazine;Oct2004, Vol. 17 Issue 231, p6 

    Comments on the impact of the growth of algorithmic trading on traditional over-the-counter sellside institutional trading jobs in the United States. Changes in the profile of the trader due to the growth of hedge fund investments; Need for traders with mathematical programming skills; Need for...

  • Canada Unprepared for STP, Study Says. Kentouris, Chris // Securities Industry News;9/29/2003, Vol. 15 Issue 38, p14 

    Deals with the unpreparedness of Canadian investment companies and broker-dealers for straight-through processing (STP), according to a report released by the Canadian Securities Administrators in 2003. Gap between some organizations' perceived and actual states of STP readiness; Consolidation...

  • Pre-Trade Analytics: A Look Before Leaping. Kentouris, Chris // Securities Industry News;5/23/2005, Vol. 17 Issue 20, p1 

    Discusses several issues that must be considered by securities brokers before adopting pre-trade analytics. Difference between the use of an automated execution model and manual trading; Implication of electronic trading for pre-trade analysis; Factors which contributed to the rise of...

  • E-Brokers Pump Up The Volume. Futrelle, David // Money;Sep99, Vol. 28 Issue 9, p152 

    Discusses efforts by online brokers to seduce clients into trading more often. Amount of money that online brokers are spending on advertising; The use of flattery and dubious perks to entice investors to trade; The problems that active traders encounter.

  • New strategies for the E-mini. Palmer, Steve; Mermer, Michael A. // Futures: News, Analysis & Strategies for Futures, Options & Deri;Jun2004, Vol. 33 Issue 7, p38 

    Discusses features and tools of electronic trading system for futures in the United States. One-click trading; Ability of electronic traders to evaluate the strengths or weakness of buyers using split-volume indicators; E-premium program trading.

  • Handing Over the Keys. Mehta, Nina // Traders Magazine;Mar2008, Vol. 21 Issue 278, p28 

    The article focuses on the beneficial effects on the intervention of modern technologies in trading. It discusses that there are several investors have proposed options for trading such as the application of electronics and its capabilities for the amelioration of business transactions. The vice...

  • Connect with your broker. Walker, Chris // Money (Australia Edition);Aug2013, Issue 159, p82 

    The article offers a look at stock deals available from online and full-service brokers. It features several of the cheapest online brokers, including CMC Markets and Amscot that allow negotiation in brokerage fees based on the size of the portfolio and trading frequency. It offers information...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics