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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

Author Brooke Southall November 12, 2018 at 10:10 PM
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Joshua Pace: Until you have a big brand, it's hard to grab their attention.

Mentioned in this article:

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

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