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How a small RIA custodian is making big waves

Trust Company of America invested heavily in technology to make RIAs efficient with an array of advisory representatives

Author Brooke Southall January 5, 2010 at 5:30 AM
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Terry Reitan: Inefficiencies can be hidden when times are good, but when markets are down, the efficiency our technology provides becomes invaluable.

Terry Reitan

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Sara Nelson



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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

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Top Executive: Joshua Pace



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