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Financial Planning
August 1, 2005
Bob Hirschfeld |
TD Ameritrade's Good Deal The merger of the two online broker-dealers will transform the new firm into a top contender.   |
Insurance & Technology
December 6, 2007
Anthony O'Donnell |
Insurance Outsourcing Reaches New Levels of Maturity While many insurers are still struggling with the management of offshore resources, industry leaders are crafting long-term global sourcing strategies for strategic competitive advantage. |
CIO
May 30, 2012 |
Getting More Business Value Out of Vendors How CIOs are rebooting vendors' mind-sets to get away from the same old outsourcing contracts |
Bank Systems & Technology
May 7, 2009
Maria Bruno-Britz |
In M&A, Special Attention Must Also Be Paid to Integrating Outsourcers' Tech A series of reports from Morrison & Foerster details trends in the financial services outsourcing industry, one of which emphasizes the importance of IT harmonization at merged entities. |
Global Services
April 29, 2007
Bob Johnson |
Obtaining the Best Telecom Contract Voice and data convergence technologies have become the accepted network service platforms. But, these new and maturing services may have not been available when the contract was first signed, and hence must be evaluated during contract re-negotiations. |
Registered Rep.
June 23, 2005
Kristen French |
Ameritrade Deal Creates a Stronger Competitor in the Advisory Business Ameritrade will acquire TD Waterhouse rather than accept a takeover offer from E*Trade. |
Wall Street & Technology
July 18, 2006 |
TD Ameritrade's CIO Jerry Bartlett Focuses on Integrating TD Waterhouse Systems and Business Intelligence The CIO will also focus on increasing the advanced programmed trading capabilities for active traders as well as further developing analytics to predict customer behavior. |
CIO
February 1, 2006
Stephanie Overby |
Big Deals, Big Savings, Big Problems Large-scale outsourcing deals promise big savings, but they fail half the time. Here's how to make them work for you. |
CIO
November 1, 2002
Stephanie Overby |
The Art of Dealing with IBM Services Analysts watching the IBM deal to buy PWC Consulting say CIOs who are customers of IBM Global Services and PWC Consulting would do well to approach the combined IT services superpower with caution during the next year. |
Bank Systems & Technology
May 7, 2007
Peggy Bresnick Kendler |
Bank Tech Experts Discuss Vendor Relationships Here, these industry experts talk about outsourcing and offshoring along with other areas of bank tech concerns. |
CIO
July 30, 2015 |
CIOs reveal how they get value from vendor partnerships CIOs and vendors enjoy mutual benefits when they're in step with each other |
CIO
January 30, 2013 |
IT Offshoring Still Works, If You're Careful Three CIOs say that the benefits of offshore outsourcing still resonate -- if you learn from previous missteps and manage the risks |
CIO
September 9, 2009
Albert Eng |
Getting More Value from Offshore Vendors Apply these simple criteria to evaluate potentially strategic offshore partners. |
Insurance & Technology
February 19, 2004
Julie Gallagher |
Uncovering Offshore Secrets Overly generous cost savings estimates can doom a carrier's offshore outsourcing effort before it even begins. In order to optimize success and manage expectations accordingly, insurers must take the hidden costs of these deals into consideration. |
Insurance & Technology
February 1, 2006
Anthony O'Donnell |
Outsourcing's Not Growing Older, It's Getting Better The news about outsourcing in the global insurance industry is not that it has revealed its shortcomings, but that it has proven its reliability. And in doing so, it has matured into something beyond a mere cost-cutting play. |
Global Services
March 6, 2008 |
Enabling Better Business & IT Alignment What will set apart great business leaders is the ability to adapt to and manage change well. Here are some tips for selecting and managing multiple IT service providers |
Bank Technology News
September 2009
Mike Scheuerman |
Outsource the Small Stuff Small financial institutions typically struggle with their IT infrastructure. Often, the answer is outsourcing. |
Registered Rep.
June 1, 2006
Kristen French |
60 Seconds with Tom Bradley In this interview, the president of the Institutional division of TD Ameritrade talks about his opinion of the new broker/dealer exemption. |
The Motley Fool
May 31, 2005
Seth Jayson |
Merger, My Sweet Ameritrade stops playing hard to get and puts on some moves of its own. In the end, this is still an industry where revenues and earnings cycle with fickle investor sentiment and where pricing is going to continue to drop as time goes on. Buy the business accordingly. |
CIO
July 30, 2015
Adam Dennison |
CIOs are cutting back on the number of 'strategic' vendors they use In the past four years large enterprises (those with more than 1,000 employees) have reduced the number of vendors they consider to be strategic partners from six to three, on average. |
The Motley Fool
March 8, 2006
Jim Mueller |
Fast and Foolish: TD AmeriTrade Holding All in all, this is an interesting time for Ameritrade as it integrates the U.S. portion of TD Waterhouse. Savvy investors should keep an eagle eye on how the integration progresses. |
CIO
January 1, 2002
Tom Field |
How to Get In and Out of an Outsourcing Deal How to structure IT outsourcing deals. |
Wall Street & Technology
September 23, 2005
Steve Marlin |
Ameritrade CIO Hirji Promoted to COO In his new role, Hirji is responsible for trading systems and back-office clearing and settlement functions - which he also supported as CIO for the past three years. |
CIO
December 1, 2000
Erik K. Clemons |
The Build/Buy Battle Balancing the risks and rewards of information service outsourcing... |
The Motley Fool
January 16, 2007
Rick Aristotle Munarriz |
Going Long on AMERITRADE The market's hot, and so are the discount brokers. TD Ameritrade came through with a better-than-expected quarterly report. Investors, take note. |
Bank Systems & Technology
March 27, 2008
Cory Levine |
Offshore Outsourcing of IT Losing Popularity Offshore IT outsourcing has taken a sharp downturn in popularity, due to the difficulty in managing it, and lower-than-expected cost savings. |
CIO
January 1, 2003
Christopher Koch |
Vendor Smackdown CIOs have been squeezing vendors for more than a year now, and in 2003 any vendor wanting to win new business or renew contracts will need to respond to very tough questions about ROI and demands for concessions that would have been unheard of a few years ago. |
CIO
November 1, 2003
Elana Varon |
Getting the Best from Your Vendors (What Really Works) It may be tempting to squeeze vendors for every dollar. But research shows that lowball tactics eventually boomerang into poor service and support. |
CIO
April 15, 2006
Stephanie Overby |
The Three- or Four-Year Itch To succeed, relationships require love and attention. That's why CIOs - especially mid-market CIOs with limited resources - should factor in the costs of hand-holding when going offshore. |
The Motley Fool
July 12, 2005
Selena Maranjian |
When Brokerages Merge Is a combined Ameritrade and TD Waterhouse good or bad for investors? With the two brokerages together sporting nearly 6 million accounts, the new company will be a major player. |
Registered Rep.
June 1, 2005
Anne Field |
Ins and Outsourcing No-brainer decisions aren't what they used to be in the brokerage industry, and outsourcing is a case in point. Here are tips for ensuring an outsourcing arrangement fulfills its promise. |
InternetNews
November 11, 2004
Jim Wagner |
Report: Challenging IT in 2005 IDC Research this week published a white paper that reveals the trends expected to impact IT spending next year. |
Insurance & Technology
June 16, 2004
Peggy Bresnick Kendler |
Gaining the Outsourcing Edge Whether they consider outsourcing applications, infrastructure or business processes, insurers have a myriad of reasons to contract out portions of their operations. |
Bank Systems & Technology
July 29, 2008
Maria Bruno-Britz |
Banks Increasingly Are Creating Vendor Management Offices When one considers that large banks can have thousands of vendor relationships, it's no wonder vendor management is a growing trend in the industry. |
Financial Advisor
November 2005 |
Frontline News First Allied To Finance Reps' Acquisitions... CFP Board Names Three New Members... Bradley Heads Merged TD Ameritrade Advisory Unit... Fidelity Upgrades Advisor CHANNEL Platform For RIAs... etc. |
CFO
March 1, 2009
Sarah Johnson |
No Way Out? The Satyam scandal has prompted companies to be more careful about outsourcing arrangements. |
CIO
March 15, 2006
Thomas Wailgum |
Untangling Telecom: How to Get More and Spend Less Negotiating for networked telecom services is now largely the responsibility of CIOs. Fortunately, help is on the way. |
CIO
November 1, 2000
Tracy Mayor |
Our Vendors, Ourselves - Interview: Frank Casale Frank Casale wants you to love your outsourcer as yourself... |
The Motley Fool
December 15, 2005
Rick Aristotle Munarriz |
E*Trade Earns Its Star The online discount broker provides a healthier trading outlook. The bottom line is that sometimes, an index fund will serve you just fine. And other times, ETFs may be best. It also depends on the index fund you're looking at, and the ETF. |
Wall Street & Technology
December 28, 2009
Michael Lobosco |
Evaluating Outsourcing Options The technology and capabilities of outsourced portfolio management systems offer functionality that is comparable to their installed counterparts. But not all outsourced solutions are created equal. |
CIO
September 24, 2008
Diane Frank |
So You've Inherited a Crummy Outsourcing Contract... CIOs share tips for fixing problem relationships. |
Global Services
July 11, 2008
Mukherji & Singh |
The Next Wave of Outsourcing: Remote Infrastructure Management The rapid evolution in remote server-management technologies and IT architectures, changes in customer behaviors and demand patterns, and developments in the provider and offshore supply environment is propelling the industry toward accelerated adoption of RIM |
Insurance & Technology
May 4, 2009
Anthony O'Donnell |
Economy Drives Exploration of New Outsourcing Opportunities Insurers are slightly more cautious about the financial, political and security risks of offshoring, but they are keen to find new BPO opportunities. |
CIO
April 1, 2002
Tom Field |
The Man in the Middle As budgets tighten and world tensions heighten, third-party brokers are stepping in to mediate deals between U.S.-based customers and offshore outsourcers... |
Wall Street & Technology
February 21, 2008
Cory Levine |
Offshore Outsourcing of IT Positions Loses Popularity Offshore IT outsourcing once was considered the wave of the future. Apparently, however, the practice has taken a sharp downturn in popularity. |
CIO
April 17, 2008 |
The Vendor Management Bible Whether you're new to vendor management or a seasoned negotiator, these expert tips can help you learn more about the process, add value to your deal with any vendor and put you in the driver's seat. |
Wall Street & Technology
March 26, 2004
Kerry Massaro |
Integration Is Key Integration was raised again and again as one of the largest obstacles to creating the perfect broker-workstation environment. |
The Motley Fool
June 23, 2005
Rick Aristotle Munarriz |
Brokers Get Hitched Another merger in the discount brokerage space continues the heady consolidation pace. Ameritrade is acquiring Toronto Dominion's TD Waterhouse subsidiary in an all-stock deal that was valued at $2.9 billion when it was first announced yesterday. |
Global Services
September 12, 2008
Philip Fersht |
The Parameters of Evaluating Sourcing Advisory Firms Third-party advisers assistance might be one of the reasons behind the increased level of satisfaction between you and your outsourcing partners. Here's what you should look for before engaging in a pact with these intermediaries. |
Wall Street & Technology
January 23, 2007 |
A Fresh Look at Outsourcing Contracts With the pioneers of IT and business process outsourcing operating under contracts that were enacted five to 10 years ago, the time has come for outsourcing agreements to be refreshed. |
