Trust Company of America

Trust Company of America

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Business head: Joshua Pace

No. clients: 210

AUC: $13,600

Min. assets: None

trustamerica.com

In the News

Bob Veres predicts new investment model that could give advisers edge over competition

September 7, 2017 - In the future, advisers will subscribe to communities of asset managers for investment strategies that they will use to make decisions about client portfolios, according to Bob Veres, who delivered the keynote address at the Insider's Forum in Nashville...

Automation: An effective way to enhance marketing success

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5 benefits of transitioning to independence

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...

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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 “that felt like I was calling into a cable company.” That was...

Fidelity's Bob Oros to take over as CEO of HD Vest

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...

Bob Oros leaving Fidelity

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 “unique new personal challenge,” according to a company spokeswoman. Mr. Oros, 51, announced the news...

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A financial adviser's guide to risk management software

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Comparing CRM systems: Breaking down the details

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...

    Notes
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