Trust Company of America

Trust Company of America

Share:

Business head: Joshua Pace

No. clients: 210

AUC: $13,600

Min. assets: None

trustamerica.com

In the News

Seven business strategies for advisers in 2018

December 1, 2017 - The world is changing fast and you can't plan for everything. But you can implement sound strategies today to position your business for future success. Indeed, careful planning is essential to sustained business success, and now is the time to develop...

E*Trade gains a foothold in the RIA space, but it is going up against bigger competitors

October 20, 2017 - E*Trade Financial Corp.'s acquisition of Trust Company of America is seen as a solid endorsement of the strength and profitability of the financial advisory business. The $275 million deal to buy the $17 billion-asset Denver-based custodian, which E*Trade...

E*Trade acquiring custodian Trust Company of America

October 19, 2017 - E*Trade said Thursday it is buying Trust Company of America for $275 million in cash. Josh Pace, president and chief executive of Trust Company of America, said in a letter to the firm's investment-adviser clients that the transaction will close by the...

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

August 18, 2017 - Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote their services....

Top clearing and custody firms for financial advisers

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...

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...

Small custodians compete for advisers with niche needs

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...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

For comments or suggestions about the Adviser Center, please contact us.

Featured video

Events

FlexShares' Nimeri: Why is interest in ESG investing surging?

Sustainable and socially responsible have been familiar, but forgotten, investment sectors over the past 40 years. Why is that changing? Abdur Nimeri of FlexShares offers his perspective.

Video Spotlight

Help Clients Be Prepared, Not Surprised

Sponsored by Prudential

Recommended Video

Path to growth

Latest news & opinion

Why private equity wants a piece of the RIA market

Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest.

Finra bars former UBS rep for private securities transactions

Regulator says Kenneth Tyrrell engaged in undisclosed trades worth $13 million.

Stripped of fat commissions, nontraded REIT sales tank

The "income, diversify and interest rate" pitch was never the main draw for brokers.

Morgan Stanley fires former Congressman Harold Ford for misconduct

Allegations against the wirehouse's former managing director include sexual harassment, which Ford denies.

Senate tax bill changes for pass-throughs more generous than House version, experts say

Senate measure's handling of such small-business income is simpler and makes allowances for more service companies.