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Articles tagged "Trust Company of America"


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Matt Wilson: They’ve got experience in these types of programs.

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

Joshua Pace: Until you have a big brand, it's hard to grab their attention.

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

Karl Roessner: A lot of the assets that leave us through that channel do indeed go either to bulge bracket firms or to RIA channel, and it is something that we think we can use to harvest additional share of wallet.

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

Josh Pace nearly doubled Trust Company of America in size before selling it for a giant price.

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

Sean Gultig: We’d love to talk to them.

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

Josh Pace: It's dramatic and there's no end in sight.

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

Joshua Pace: Some advisors have grown so frustrated that they make a change to go to independent custodians. We don't compete on any level with advisors.

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

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

March 19, 2014 at 5:16 AM

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

September 7, 2012 at 4:29 AM

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

March 8, 2012 at 4:49 AM

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

January 27, 2012 at 3:53 PM

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

December 1, 2011 at 3:34 PM

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

October 10, 2011 at 4:08 AM

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

September 29, 2011 at 4:58 AM

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.

July 28, 2011 at 2:22 PM

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