Karl Roessner

May 7, 2025

Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors

Vestmark, Inc., a leading wealth management software and services provider, announced a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize […]
April 13, 2018

E*TRADE Completes Acquisition of Trust Company of America

E*TRADE Financial Corporation has completed the acquisition of independent advisor custodian Trust Company of America (TCA). “It is with great pleasure that we welcome TCA into […]