Articles tagged "Trust Company of America"
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As E*Trade begins the process of handing out its fattest accounts to RIAs, giant firms may ace out smaller competitors by shear dint of size
The New York online broker's accounts sprawl nationally so Mercer and Edelman/Financial Engines's turnkey national footprints yield a haul
January 22, 2019 at 10:26 PM
E*Trade gets Ric Edelman as an RIA custody client in 'expansive custody relationship,' but don't ask what that means
The New York-based online broker will fuel Financial Engines with referrals and house the assets with Trust Company of America unit
November 12, 2018 at 10:10 PM
Why exactly E*Trade is paying $275 million cash for Trust Company of America
CEO Karl Roessner cites his firm's high demand for an RIA foothold in a low-supply market to counter RIAs and wirehouses preying on E*Trade's HNW investors
October 20, 2017 at 9:12 PM
E*Trade enters RIA custody business by purchasing number five player
The New York-based discount broker buys Trust Company of America with plans to rebrand it and invest heavily in its technology
October 19, 2017 at 11:49 PM
Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm
Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits
June 12, 2017 at 7:36 PM
How Joshua Pace seized his 'moment' to convince Mark Matson to shift $1-billion-plus of assets to his small RIA custodian after a 20-year tryout
Matson Money had RIA assets with Trust Company of America as far back as 1996 but its plan to go national made the $7.6 billion RIA see the deeper beauty in the smaller player
May 15, 2017 at 8:47 PM
How an eclectic trio of RIA custodians are willfully gaining ground with snail-like precision -- Part 2 of 3
Lazarus-like RBC has another new leader, as does Trust Company of America and Shareholders Service Group, which is selling itself as a Pershing reseller of high security, but with more agile service
June 15, 2016 at 8:08 PM
After a brief mini-Schwab era, Trust Company of America gets back to non-conformity and success
New CEO David Barry is concentrating on making fast-growing TAMPs-to-IARs grow even faster
March 19, 2014 at 5:16 AM
Revamping its trading platform, Schwab at long last is poised to catch up with its smaller peers
The giant RIA custodian explains it deliberate pace as a balancing of innovation with the veracity of the existing platform
September 7, 2012 at 4:29 AM
A reporter empties his notebook after attending FPA's Business Solutions event
Marty Kurtz lets crowd in on peer review plan, big custodians square off on tech and Eric Clarke yields interesting thoughts in a one-on-one interview
March 8, 2012 at 4:49 AM
Fidelity hires Bob Oros as its new RIA sales chief
The Schwab and LPL veteran leaves Trust Company of America and fills a void left by Scott Dell'Orfano
January 27, 2012 at 3:53 PM
Frank Maiorano is out at Trust Company of America and board member is named new CEO
The Colorado-based RIA custodian is putting a ski resort executive, David Barry, in the chief executive spot
December 1, 2011 at 3:34 PM
What's happening at RIABiz this week and why it matters
We've got our eye on TD Ameritrade's growth, do-it-yourself hedge fund analytics and two elite conferences starting Wednesday
October 10, 2011 at 4:08 AM
Trust Company of America is giving RIAs more weapons for free-wheeling
New technology puts advisors and clients literally on the same virtual page
September 29, 2011 at 4:58 AM
Three RIA adventures that led to dramatic asset growth
Conversations with academics, expanding strategies and veering away from hedge fund of funds led to thriving niches.
