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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

Author Brooke Southall March 19, 2014 at 5:16 AM
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David Barry: I think we got back to who we are.

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Mentioned in this article:

E*TRADE Advisor Services
Asset Custodian
Top Executive: Joshua Pace

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien




Chris

Chris

March 22, 2014 — 3:32 AM

They seem to have been passed by over by the last 5 years of innovation when it comes to offering a best-in-class technology platform in the rapidly changing custodial industry that is both institutionally robust and integrated with simple and intuitive front end capabilities. Catching up to industry parity is roughly a 5+ year endeavor where the firm will continue to see broad industry trends unfold like high client turn over and may not have the right people in management to see a once proud American franchise refine its way.

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