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Articles tagged "Josh Pace"


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Joshua Pace: Until you have a big brand, it's hard to grab their attention.

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

November 12, 2018 at 10:10 PM

Josh Pace nearly doubled Trust Company of America in size before selling it for a giant price.

E*Trade enters RIA custody business by purchasing number five player

The New York-based discount broker buys Trust Company of America with plans to rebrand it and invest heavily in its technology

October 19, 2017 at 11:49 PM

Josh Pace: It's dramatic and there's no end in sight.

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

May 15, 2017 at 8:47 PM

Joshua Pace: Some advisors have grown so frustrated that they make a change to go to independent custodians. We don't compete on any level with advisors.

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 at 8:08 PM

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