Offering more tools and devices to enhance adviser-client relationships seems to be the name of the game these days for financial services firms and product vendors.
In an effort to supply its 2,600-adviser force with more services to ensure client retention,
Through TD Waterhouses online platform Veo, advisers now have access to:
- Research and news from
Goldman Sachs Prime Access highlighting stock ratings, the latest economic research and strategies, company overviews and valuation data; - Mortgages through a partnership with
Nexstar Financial , offering advisers the ability to search for home mortgages for clients; - Family office administrative services through a partnership with Total Personal Services Administrative Group that provides secretarial, bookkeeping, bill recording and personal concierge services for clients;
- Web site development assistance and discounts through
AdvisorSites .
There are no added fees for TD Waterhouse advisers.
