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Articles tagged "Sean Gultig"


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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

Greg Vigrass:  We're not incumbent on any system. That means we've got the ability to be far more flexible. We're like the plumbers.

How custodians Folio Institutional and Equity Advisor Solutions keep on ticking -- Part 3 of 3

Both custodians counter their peewee size by offering that something extra

July 14, 2016 at 8:11 PM

Sean Gultig: It's not often in business that you get to do a mulligan.

Ex-Fiserv executives bid to create a new force in RIA custody by taking the Equity Trust bull by the horns

The year-old Denver-based firm touts technology cost savings via its Orion-driven platform

March 14, 2012 at 3:32 PM

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