Articles tagged "Trust Company of America"


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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 — 8:08 PM UTC

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 — 5:16 AM UTC

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 — 4:29 AM UTC

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 — 4:49 AM UTC

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 — 3:53 PM UTC

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 — 3:34 PM UTC

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 — 4:08 AM UTC

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 — 4:58 AM UTC

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 — 2:22 PM UTC

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 — 2:38 PM UTC