Like most everything in life, technology is a double-edged sword. It can open new worlds for you or trap you in a circular hell. That is especially true for financial advisors.
Since TDAmeritrade is custodian for the funds of my clients, I was pleased to see their technology offerings are the top-rated in the country. 49.4% of all respondents reported they were “very satisfied” with TDAmeritrade’s technology offerings, which easily out-paced runner-up Schwab at 39.8%.
Technology is not inexpensive, and I appreciate TDAmeritrade spending enough money to be the best.