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Articles tagged "Trust Company of America"


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David Akellian was the boss of Derek Bruton (pictured here) at Merrill Lynch's Broadcort and the two will work under the same corporate roof again.

LPL brings aboard a godfather of clearing business

David Akellian left his position as RIA chief of Stifel Nicolas yesterday and is jumping to the IBD giant to diversify its business model

May 27, 2011 at 2:38 PM

Michael Ball started a booming RIA from his college dorm room.

Three suddenly-bigger RIAs explain what sparked the growth

Michael Ball, Michael Walters and Robbie Cannon tell their stories at Trust Company of America web event

May 20, 2011 at 2:34 PM

Barnaby Grist: We’re starting with large advisors and there’s quite a wait list.

Cetera spends millions on rebalancing software to make its reps more RIA-like

Automation of investment management using Folio Dynamix follows Advent implementation

May 16, 2011 at 1:53 PM

Frank Maiorano: “It’s like Intel inside. Our advantage is that your rebalancing and performance reporting will be part of the process without taking an additional step.”

Trust Company of America adds inexpensive Black Diamond technology -- in its own way

Certain advisors want hyper-customized performance reporting

April 19, 2011 at 11:17 AM

Bob Oros: These people were working big-box brands.

Trust Company of America's hiring blitz nets a veteran sales team

In five months, Bob Oros has poached away talent from Schwab, LPL Financial and New York Life

February 11, 2011 at 2:12 PM

Bob Oros: I walked away saying: I don’t understand why they don’t have $100 billion [of assets in custody].

How Bob Oros landed at Trust Company of America

The former Schwab sales star is leaving pre-IPO LPL for the green pastures at the Denver-based fast-riser

October 8, 2010 at 6:42 AM

Jennifer Nealson: I believe this was a differentiator for us.

How two big RIAs convinced two service providers to shift course on technology

Trust Company of America and Adhesion Wealth both listened to advisors with special requests

August 24, 2010 at 5:45 AM

Catherine Ayers-Rigsby: When someone wants to use a new product, we don’t shy away from it. We research it and say: ‘Let’s go forward.’

Ceros Financial hangs a welcome sign out for RIAs who trade actively

The former Rydex RIA unit is starting new life under German ownership

June 24, 2010 at 5:13 AM

Frank Maiorano: Maybe the elephant in the room is the service model.

Trust Company of America is modifying its approach despite lights-out growth

The Denver-based RIA custodian is no longer content to be a niche player

May 19, 2010 at 6:24 AM

Christopher Dean, managing director of Summit Partners in Boston, invested VC money in RIAs

10 things that show the RIA movement is really heating up in 2010: Part I

Observers need a scorecard to keep track of all the advances that RIAs are making

March 22, 2010 at 4:59 AM

Stephen Finn is betting on  Maiorano to keep his growth streak alive

Stephen Finn taps Maiorano to take small custodian to the next level

Schwab RIA pioneer plans to make his custodian more mainstream

February 1, 2010 at 6:13 AM

Brooke Southall: The Custody Project has grown to do justice to the scope and quality of the material it covers

Asset Custody Project rolls forward

The scope of the RIABiz plan for 2009 recaps and 2010 outlooks of RIA custodians took on a life of its own

February 1, 2010 at 6:09 AM

Frank Maiorano faces the challenge of taking skyrocketing growth to a higher level

Frank Maiorano takes the helm at Trust Company of America

Veteran of Schwab and Nuveen will raise visibility of low-profile RIA custodian

January 29, 2010 at 11:52 PM

Terry Reitan called Trust Company of America a well-kept secret when he came aboard four years ago.

CEO Terry Reitan retires from Trust Company of America

Former Fiserv ISS chief presided over four years of stunning growth

January 29, 2010 at 11:51 PM

Terry Reitan: Inefficiencies can be hidden when times are good, but when markets are down, the efficiency our technology provides becomes invaluable.

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

January 5, 2010 at 5:30 AM

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