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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, 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,...

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