Plan-It and iMar Learning Solutions is the Winner of the TD Ameritrade Institutional Innovation Quest RIA Fintech Competition
After months of preparation, it came down to this: a 15-minute pitch to an audience of some 2,000 independent registered investment advisors (RIAs) and an expert panel of judges at the TD Ameritrade Institutional1 2019 National LINC conference. In the end, Derrick Wesley of iMar Learning Solutions