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Content tagged "Trust Company of America"


Trust Company of America

Filed under: Asset Custodian
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David Barry: I think we got back to who we are.

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

Wednesday 3.19.14
Kevin Kraus: This is the bread and butter of our platform.

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

Friday 9.7.12
The FPA put on a humble but eye-opening event in Burlingame, Calif., this week.

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

Thursday 3.8.12
Bob Oros resigned from Trust Company of America on Jan. 17.

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

Friday 1.27.12
David Barry 'has a proven track record of strong leadership and the establishment of award-winning service and employee culture' says TCoA of its new chief executive.

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

Thursday 12.1.11
TD Ameritrade Institutional is moving staff into this San Diego building as part of its growth

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

Monday 10.10.11
Ed Gjertsen: It's the microwave generation.

Trust Company of America is giving RIAs more weapons for free-wheeling
New technology puts advisors and clients literally on the same virtual page

Thursday 9.29.11
Steve Blumenthal abandoned his fund of hedge funds due to tax reporting nightmares.

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.

Thursday 7.28.11
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

Friday 5.27.11
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

Friday 5.20.11
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

Monday 5.16.11
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

Tuesday 4.19.11
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

Friday 2.11.11
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

Friday 10.8.10
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

Tuesday 8.24.10
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

Thursday 6.24.10
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

Wednesday 5.19.10
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

Monday 3.22.10
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

Monday 2.1.10
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

Monday 2.1.10
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

Friday 1.29.10
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

Friday 1.29.10
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

Tuesday 1.5.10
Expect to hear more in 2010 from Mike Durbin, who leads Fidelity's fast-growing RIA custody unit

Percolating: RIA custody roundup for 2010
New faces, new programs, new technology and new assets

Thursday 12.31.09
Life in Maine: I am working next week and no news story of the first order will go uncovered.

We're winding down a bit over the holidays
Non-deadline projects will take precedence for 10 days

Thursday 12.24.09
Liz Hayden: It should be possible to make across-the-board portfolio changes with just a few keystrokes

Here’s how advanced trading technology boosts financial advisors even if they eschew market timing
Done right, model portfolios solve a host of efficiency problems

Tuesday 10.20.09

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