Featured Articles
Below is a list of headlines featuring our technology and services in popular industry publications.
Note: Read Only PDF files can be saved to your hard drive or emailed to an associate – they cannot be printed. (This is a limitation of the document rights granted by the publication.)
Financial Planning: Leading RIAs Roll Out Private-Label Apps
By Donna Mitchell
(January 2012) Interactive Financial Advisors/IFA and Portformulas are using private-label versions of Trust Company of America’s mobile-device platform, Liberty, for the ventures.
InvestmentNews: With little fanfare, TCA taps new CEO
By Dan Jamieson
(December 2011) Barry takes helm at custodian as Maiorano resigns; new boss once piloted helicopter company
RIABiz: A peek inside the rising RIA custodians fighting to overtake the Big Four
By Lisa Shidler
(November 2011) It’s been just over a year since Bob Oros left LPL to become sales chief of Denver-based asset custodian Trust Company of America. In that time, he’s ramped up its sales force and is the firm is now targeting wirehouse advisors.
AdvisorOne: Building Trust with Tech
By John Sullivan
(September 2011) Trust’s new mobile investor technology is a “game-changer,” if you will, a word often used in the advisor space, but rarely realized—until now.
Financial Advisor: Trust Co. of America to Launch Mobile Platform
By Jim McConville
(September 2011) Trust Company of America (TCA) is rolling out a new mobile platform executives claim will put registered investment advisors (RIAs) and their clients on the same page—literally—as they access and review the client’s account information in real time, according to company officials.
AdvisorOne: Trust Company of America Announces Reporting Enhancements
By John Sullivan
(April 2011) – All in one technology meant to take stress and burden off breakaway brokers.
Trust Company of America’s hiring blitz nets a veteran sales team
By Brooke Southall
(February 2011) – Bob Oros has wasted no time putting together a crack sales team comprising veterans largely from his former employers – Schwab Advisor Services and LPL Financial.
Advisor Perspectives: The Key to Scaling Your Practice
By Bob Oros
(January 2011) – Providing the framework to execute reallocations, rebalancing, and trades across an entire practice with just a few keystrokes, model portfolios maximize back-office efficiency while offering unmatched flexibility and scalability on the front end.
RIABiz: How Bob Oros landed at Trust Company of America
By Brooke Southall
(October 2010) – The former Schwab sales star is leaving pre-IPO LPL for the green pastures at the Denver-based fast-riser.
RIABiz: How two big RIAs convinced two service providers to shift course on technology
By Brooke Southall
(August 2010) – Trust Company of America has established itself as a niche custodian that has a particular edge with RIAs that want to run turnkey asset management programs and other advisors that use model portfolios.
Denver Business Journal: Runberg finds going by the numbers enjoyable
By Jodi Torpey
(May 2010) - CFO of the Year – Small private companies category.
RIABiz: Trust Company of America is modifying its approach despite lights-out growth
By Brooke Southall
(May 2010) - Despite the fact that Trust Company of America has been tremendously successful in its nonconforming business model, it is starting to look to take a more mainstream approach to future growth.
Financial Planning: The RIA Landscape
By Stephen Crowe
(May 2010) – RIAs are partnering with custodians and vendors and networking with peers to help grow their business.
Registered Rep: The Upstarts
By Jerry Gleeson
(March 2010) – Trust Company’s model seems to be working: Since Verity signed up in 2005, Trust Company’s assets have more than quadrupled to $9.1 billion.
Registered Rep: 60 Seconds: Frank Maiorano
By Jerry Gleeson
(March 2010) – Registered Rep.talked with Maiorano about his new position at Trust Company, an RIA custodian with $9.1 billion in assets based in Centennial, Colo.
RIABiz: Stephen Finn taps Maiorano to take small custodian to next level
By Brooke Southhall
(February 2010) – Schwab RIA pioneer plans to make his custodian more mainstream.
RIABiz: Frank Maiorano takes the helm at Trust Company of America
By Brooke Southhall
(January 2010) – Veteran of Schwab and Nuveen will raise visibility of low-profile RIA custodian.
RIABiz: CEO Terry Reitan retires from Trust Company of America
By Brooke Southhall
(January 2010) – Former Fiserv ISS chief presided over four years of stunning growth.
RIABiz: How a Small RIA is Making Big Waves
By Brooke Southhall
(January 2010) – Trust Company of America Invested Heavily in Technology to Make RIA’s Efficient with an Array of Advisory Representatives.
RIABiz: Here’s how Advanced Trading Technology Boosts Financial Advisors Even if they Eschew Market Timing
By Liz Hayden
(October 2009) – Done Right, Model Portfolios Solve a Host a Efficiency Problems.
Virtual Office News: Trust’s TCAdvisor
By David J. Drucker
(December 2008) – The Ultimate in Portfolio Modeling Efficiency.
www.virtualofficenews.com
Morningstar Advisor: An Overlooked Custodian
By Joel P. Bruckenstein
(November 2008) – A smaller custodian that can differentiate itself from the crowd by offering some unique services and a strong, integrated technology platform.
Financial Advisor: In The Land of Giants – Read Only
By David J. Drucker
(November 2007) – Does a small custodian have a chance these days? If it offers something advisors can’t get from the Big Three, it does.
Virtual Office News: Our Journey to Create a Virtual Firm
By Bob Vance, Vance Capital Management
(August 2006) – Virtual Office News Guest Columnist
www.virtualofficenews.com/
Financial Advisor: A Different Type of Custodian – Read Only
By Joel Bruckenstein
(March 2006) – Trust Company of America has a novel service platform.
Investment Advisor: The Gluck Report, Watch This One
By Andrew Gluck
(February 2006) – Watch This One: Trust Company of America is challenging the big custodians.
