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4 Ways to Keep More Clients

July 20, 2017

by ThinkAdvisor

The battle for client retention is won, or lost, within the first two years of bringing them on.

5 benefits of transitioning to independence

June 19, 2017

InvestmentNews | By Joshua Pace

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.

Trust Company of America Lands Matson’s Money

May 12, 2017

By Diana Britton,

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...


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