Tagged custodian

TradePMR Recognized for '20-for-20 Initiative,' Named Industry Awards Finalist by WealthManagement.com
Press Release

TradePMR Recognized for '20-for-20 Initiative,' Named Industry Awards Finalist by WealthManagement.com

 Momentum continues in 2019: The technology and custodial services provider named to CIO Review's 50 Most Promising FinTech Solutions Providers of 2019.(1) Read More
TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey
Press Release

TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey

 Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap. Read More
ETC Announces the Addition of Jodi Jamison as General Counsel and Chief Regulatory Officer
Press Release

ETC Announces the Addition of Jodi Jamison as General Counsel and Chief Regulatory Officer

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TradePMR Named Finalist in Financial Services Awards Competition
Press Release

TradePMR Named Finalist in Financial Services Awards Competition

 The custodial services provider earns nod for the rollout of Earnwise platform Read More
TradePMR Announces Initiative to Celebrate 20th Anniversary, Foster Charitable Giving
Press Release

TradePMR Announces Initiative to Celebrate 20th Anniversary, Foster Charitable Giving

 The custodial services provider also announces 2019 Synergy Conference dates and location Read More
TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego
Press Release

TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego

 Three-day conference agenda celebrates 20 years of providing technology, tools and custodial support to drive strategic growth for RIAs Read More
Press Release

Next Generation Trust Services Announces Changes and Growth With Launch of Next Generation Trust Company, a Custodian for Self-Directed Retirement Plans, Effective July 1, 2017

 Administrator of Self-Directed Retirement Plans Will Undergo Name Change to Next Generation Services; Company Will Service the New Custodian of these Plans, Next Generation Trust Company Read More
Press Release

Stockholding Receives Brand Leadership Award

 StockHolding, India's largest custodian and depository participant and a torchbearer of innovative financial products has been awarded with the highly prestigious "Brand Leadership Award" at the MY FM Stars of The Industry Awards for Excellence in Finance, Banking, Insurance, and Financial Services on 20th February, 2016. Read More