As we closed out 2022, the stock market’s roller coaster of a year ended with positive gains in Q4. The U.S. stock market made substantial gains in this last quarter, with much of the progress being achieved during the month of November.
The new brand brings together the Trust, Custody and Retirement operations EdgeCo has acquired over the past four years under a single banner. EdgeCo Holdings, LP (“EdgeCo”) is pleased to announce the launch of AmericanTCS, aligning the trust, custody and...
The purchase of VMS Hub, an innovative workflow mutual fund processing software, further bolsters EdgeCo Holdings’ suite of technology-enabled solutions.
The new open architecture retirement product will expand Mutual of Omaha’s Retirement Right product suite.
The acquisition expands American Trust’s reach in the Midwest and Western U.S. and enhances core institutional outsourcing capabilities
The acquisition will enhance key operational and institutional outsourcing capabilities for American Trust
Mid Atlantic is pleased to announce it has finalized a deal with PensionPro, the leader in TPA workflow automation software, to become part of its trust and retirement services division
The two retirement industry leaders are partnering to provide a customizable retirement plan option for employers of all sizes
Paychex Introduces a Pooled Employer Plan, A New Cost-Effective Retirement Plan for U.S. Businesses and Their Employees The Pooled Employer Plan (PEP), an outcome of the SECURE Act, will expand retirement plan access by offering a cost-effective retirement savings...
The agreement accelerates American Trust’s national expansion, with the addition of Unified Trust’s robust proprietary retirement managed account platform and fiduciary solutions, as well as comprehensive financial services.