Articles tagged "Josh Pace"
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E*Trade gets Ric Edelman as an RIA custody client in 'expansive custody relationship,' but don't ask what that means
The New York-based online broker will fuel Financial Engines with referrals and house the assets with Trust Company of America unit
November 12, 2018 at 10:10 PM
E*Trade enters RIA custody business by purchasing number five player
The New York-based discount broker buys Trust Company of America with plans to rebrand it and invest heavily in its technology
October 19, 2017 at 11:49 PM
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 at 8:47 PM
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
