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The New York-based online broker will fuel Financial Engines with referrals and house the assets with Trust Company of America unit
The New York-based discount broker buys Trust Company of America with plans to rebrand it and invest heavily in its technology
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
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
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