Trust Company of America
Business head: Joshua Pace
No. clients: 210
Min. assets: None
In the News
August 7, 2017 - CLEARING FIRMS Listed by reported number of broker-dealer clients Firm Phone/website # of clients % change vs. 2016 Contact Phone/email Pershing (800) 445-4467 714* -3.90% Michael Row (800) 445-4467 One Pershing Plaza, Jersey City, NJ 07399 pershing.com/who-we-serve/broker-dealers...
June 13, 2017 - The RIA channel is one of the fastest-growing areas of the advisory market, expanding more than 11% annually, compared with an 8.6% rate for the overall industry, according to Cerulli Associates. This growth has been fueled in part by a migration of advisers...
February 17, 2017 - When Tim Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Centerin Amherst, N.Y., he knew what he didn't want: an experience â€śthat felt like I was calling into a cable company.â€ť That was...
January 23, 2017 - Bob Oros, executive vice president and head of the RIA segment at Fidelity Investments, is taking over as CEO of HD Vest Financial Services Inc. Mr. Oros, 51, who is slated to leave Fidelity at the end of the month, will replace Roger Ochs, who is retiring...
January 13, 2017 - Bob Oros, executive vice president and head of the RIA segment at Fidelity Investments, is leaving the company at the end of the month to pursue a â€śunique new personal challenge,â€ť according to a company spokeswoman. Mr. Oros, 51, announced the news...
August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...
July 15, 2016 - Risk management software is getting center stage these days, especially with the Department of Labor's fiduciary rule, which requires all advisers act in their clients' best interests on retirement accounts. Financial advisers will need to put extra effort...
October 5, 2015 - Every year, software providers shake up the adviser market by offering a new platform or new tool for their clients. Salesforce Financial Services Cloud recently sent a shockwave through the industry with its announcement of a wealth management-driven...
August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...
February 13, 2015 - A new white paper from Trust Company of America.
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