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Trust Company of America Partners with Financial Planning Software RightCapital

July 25, 2017

DENVER, July 25, 2017 /PRNewswire/ --...

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,...


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