Articles tagged "Trust Company of America"


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Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm

Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits

June 12, 2017 — 7:36 PM UTC

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 — 8:47 PM UTC

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

Three suddenly-bigger RIAs explain what sparked the growth

Michael Ball, Michael Walters and Robbie Cannon tell their stories at Trust Company of America web event

May 20, 2011 — 2:34 PM UTC

Cetera spends millions on rebalancing software to make its reps more RIA-like

Automation of investment management using Folio Dynamix follows Advent implementation

May 16, 2011 — 1:53 PM UTC

Trust Company of America adds inexpensive Black Diamond technology -- in its own way

Certain advisors want hyper-customized performance reporting

April 19, 2011 — 11:17 AM UTC