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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

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...

How to Guard Against Price Compression

March 23, 2017

by Bruce Love, Financial Advisor IQ

Advisors urged to change their approach to client services and billing.

ANALYSIS: As The Tax Collector Cometh, Time To Consider A Different Harvest

March 23, 2017

by Tom Burroughes, Family Wealth Report

Tax harvesting and asset location are terms associated with the mitigation, even prevention, of certain tax costs for investors. This article talks to practitioners.


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