Articles tagged "Trust Company of America"
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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
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
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
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
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
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
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
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
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
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 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
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 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
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
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
