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Trust Company of America Lands Matson’s Money

May 12, 2017

By Diana Britton, WealthManagement.com

Mark Matson, CEO and founder of Matson Money, a Scottsdale, Ariz.-based RIA, is in the process of moving his firm’s $7.6 billion in client assets from Schwab Advisor Services to Trust Company of America. Joshua Pace, president and CEO of TCA,...

When Exchange Traded Funds Make Sense For A Portfolio

May 11, 2017

By Lindsay Faussone, Vice President Business Development, Trust Company of America

It started with a little spider. Not a tiny arachnid, but the first exchange-traded fund, or ETF. Created in 1993 by State Street Global Advisors (SSGA), the Standard & Poor’s Depositary Receipt...

Trust Company of America Rolls Out ETF Trading Program

April 10, 2017

by Jeff Schlegel, ETF Advisor

Trust Company of America this week launched its ETF Custody Advantage program for financial advisors with a varied menu of 60 exchange-traded funds from Guggenheim Investments and Global X.

Why Asset Location is Key to Enhancing Tax Efficiency

April 6, 2017

WealthManagement.com

by Lindsay Faussone, Vice President Business Development, Trust Company of America

For many clients and their advisors, taxes are a critical part of the wealth management equation. By reducing taxes, advisors can help clients enhance performance and keep more...

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