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Wall Street & Technology July 18, 2006	With the INET Integration Underway, Nasdaq's CIO Looks to Crossing Networks Next CIO Anna Ewing has a full agenda with the INET integration, crossing networks, and technology cost reductions on tap for 2006.
Wall Street & Technology July 22, 2007 Lauren Paul	Steve Rubinow Leads NYSE Group Hybrid Market Rollout The exchange giant's CIO discusses his mentors, past work experiences, what's next in industry IT, 2008 initiatives, and his top three current IT projects.
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.
Wall Street & Technology July 18, 2006	NYSE Group Continues With Hybrid Implementation, Options Platform, With CTO Steve Rubinow at the Helm The CTO continues the implementation of the hybrid market structure as well as the roll out of the exchange's options platform. Rubinow also shares the story behind his ascent into one of the most visible tech positions in the financial industry.
Wall Street & Technology July 17, 2006	AXA Equitable Upgrades Customer Service, Reduces Expenses Executive vice president and CIO Kevin Murray is overseeing workflow automation projects set to streamline business sales and increase customer service at the financial firm.
Wall Street & Technology July 26, 2007 Beth Stackpole	Multi-Asset, Multi-strategy Is the Future at State Street Global Advisors Here, the financial firm's chief technology officer discusses the future of banking technology strategies.
Wall Street & Technology July 26, 2007 Beth Stackpole	Business Intelligence is Next Holy Grail, Says American Century's Gudrun Neumann This bank's CIO discusses future trends and key issues in bank technology management.
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.
Wall Street & Technology April 14, 2006 Jerry Bartlett	Trading Partners TD Ameritrade's CIO tightens vendor management in a consolidated environment.
Wall Street & Technology July 19, 2006	Wachovia Corp. CIO Targets Customer Loyalty, Efficiency, and Mergers and Acquisitions CIO Martin Davis makes customer loyalty initiatives, IT organization efficiency, and M&A top priorities.
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.
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.
InternetNews July 26, 2005 David Needle	Ameritrade Tops Online Brokers in Report The online brokerage firm led the field in customer minutes per month and the percentage of highly engaged site visitors. The report was published by JupiterResearch.
The Motley Fool January 21, 2004 Tom Taulli	Return of the Trader Ameritrade is positioned to take advantage of the return of the retail trader.
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.
Wall Street & Technology July 18, 2006	Janis Capital Group Strengthens Workflows, Reporting and Access to Information SVP and CIO Andrea Young oversees the building of financial metrics and reporting systems to streamline workflows, information access and control over compliance, leading to lower total cost of ownership.
Wall Street & Technology July 18, 2006 Ivy Schmerken	PHLX Is Finetuning its Options Trading Platform to Compete in Penny-Quoting The Philadelphia Stock Exchange's EVP and CIO Bill Morgan cites an increase in tech spending and the expanding role of the CIO as evidence of the importance of the CIO in strategic business planning.
Bank Systems & Technology September 29, 2005 Peggy Bresnick Kendler	Mergers & Acquisitions An interview with five financial industry specialists on technology assets as drivers behind a merger or acquisition and how integrating systems post-merger often presents the biggest challenge to realizing the value of a deal.
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.
Wall Street & Technology July 18, 2006	E*Trade Plans to Leverage New Web to Increase Market Penetration and Service Ubiquity The firm's tech chief Greg Framke reports that he is exploring the new and future capabilities of Web 2.0 as a means of expanding the online brokerage's platform and service offering.
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.
Wall Street & Technology July 19, 2006	Project Enhance, Prime Broker Globalization, and Development of Equity Analytics and Systematic Trading (EAST) Are Key Initiatives for Bear Stearns & Co. CIO and director of e-commerce Peter Cherasia initiates Project Enhance to position a mortgage subsidiary for growth, as well as streamlines processes, and continues the development of Equity Analytics and Systematic Trading to further the company's trading position.
Bank Systems & Technology May 1, 2006 Maria Bruno-Britz	Oracle's Plan Comes Together The software vendor leverages recent acquisitions for a foray into the business intelligence technology ring with the release of its Business Intelligence Suite.
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.
InternetNews June 22, 2005 Paul Shread	Ameritrade Nabs TD Ameritrade acquired TD Waterhouse and is rumored to have interest in E*Trade... Ford and Morgan Stanley reported disappointing earnings... The Nasdaq was up a point... Datawatch soared... etc.
IndustryWeek June 23, 2010	Forecasting the Future with Predictive Analytics Instead of using data to understand what just happened, more companies are using real-time data to anticipate what's next.
Wall Street & Technology October 28, 2005	Keeping Tabs Ameritrade appointed Jerry Bartlett to the CIO post... Former CSFB managing director and CIO Frank Fanzilli was named to the board of directors... etc.
CRM April 22, 2015 Maria Minsker	Evergage Integrates Its Real-Time Personalization Tool with Google Analytics The integration makes user experience reporting available on a familiar interface.
Financial Advisor April 2004 Joel Bruckenstein	TD Waterhouse Comes Of Age Service and technology drive the custodian's success.
Wall Street & Technology July 19, 2006	Processing Information More-Readily and Mobile Information Access Are in Putnam Investments' Near Future Senior Managing Director and CTO Philippe Bibi is taking advantage of 64-bit technology to gain more in-memory distributed processing and is upgrading mobile information access capabilities.
CIO August 15, 2002	The Honorees These companies earned the CIO-100 award for impressive progress made toward enterprise integration
Investment Advisor December 2005 Andrew Gluck	The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse.
CRM December 12, 2013 Maria Minsker	Marketo Acquires Insightera, Puts Israel 'on the Digital Marketing Map' Marketo's acquisition means deeper integration for Insightera customers.
The Motley Fool January 26, 2006 Nathan Slaughter	Say Hello to TD Ameritrade The leading online broker closes the TD Waterhouse deal and pays a special $6 dividend. The one-time payout -- which was financed mostly through borrowing -- was a perk extended to entice shareholders to green-light the deal.
Investment Advisor July 2007 Green & Keane	TD Ameritrade to Acquire Fiserv's Advisor Unit Under the complicated deal that will break up Fiserv ISS, TD Ameritrade will pay $225 million in cash for the operation.
Bank Technology News September 2009 Rebecca Sausner	Big Blue's Big Cross-Sell Play IBM's investment in predictive analytics is timely, with business intelligence, data and analytics, the top three areas of focus in the new competitive world.
CRM November 2012 Leonard Klie	Companies Struggle to Manage Customer Analytics A Forrester report highlights big data challenges companies face.
Wall Street & Technology August 22, 2006 Greg MacSweeney	Changing the Game Financial services continues to hope that its number of online users will grow. Online still is the cheapest and, sometimes, the most efficient service channel.
The Motley Fool March 15, 2005 Rick Aristotle Munarriz	When Brokers Bite Back Schwab is suing TD Waterhouse for running ads that it claims are deceptive, misleading, and false, but the whole industry may enjoy the legal spotlight.
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.
Insurance & Technology November 16, 2007 Bill Bloom	P&C Carriers Will Look for In-Depth Analysis Data integration, modeling, and analytics will continue to areas of focus and investment within many property and casualty carriers.
CIO March 27, 2013	Great CIOs Are Politically Savvy Despite all our objective metrics, executing a business strategy requires a personal touch, says Brand Velocity's Jack Bergstrand
CIO August 15, 2002 Ben Worthen	Mergers and Acquisitions Many of the CIO-100 honorees were thrust into the theater of integration following a merger. These companies shared the same urgent pace of integration as they streamlined processes and combined systems.
The Motley Fool January 9, 2007 Rich Duprey	Foolish Forecast: The Ticker on TD Ameritrade The discount broker is set to report first-quarter 2007 results. Here's what investors can expect to see.
The Motley Fool January 8, 2009 Rick Aristotle Munarriz	TD AMERITRADE Thinks, Swims This acquisition is win-win.
CIO August 15, 2002 Lafe Low	The Integration Imperative For this year's CIO-100 honorees, integration is no longer a choice -- it's an obligation. And that means far more than merely connecting systems. It means marrying IT strategy to business goals. Not an easy task, but once achieved, the payoff is huge.
CRM June 2013 Kelly Liyakasa	Executive Demand for Data Analysis Grows CEOs re-evaluate enterprise roles, strategies to tie analytics to business values.
CRM November 2014 Donna Fluss	Speech Analytics Is Starting to Make a Difference With skilled analysts behind them, these solutions can enhance the customer journey.
The Motley Fool May 27, 2005 Steven Mallas	Schwab Gets Some Law and Order TD Waterhouse and Charles Schwab settle their differences over a commercial campaign. Investors, take note.
CRM July 2003 Martin Schneider	Getting IT Together Integration is a four-letter word in the world of CRM, but it doesn't have to be. What follows are the real issues behind integrating CRM solutions with an enterprise's existing systems, and how to simplify what could otherwise grind CRM initiatives to a halt.