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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

Author Brooke Southall May 15, 2017 at 8:47 PM
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Josh Pace: It's dramatic and there's no end in sight.


Mentioned in this article:

E*TRADE Advisor Services
Asset Custodian
Top Executive: Joshua Pace



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