In the News
Equity Advisor Solutions has been featured in a variety of news publications. Please find below some of the highlights:
May 2022
• Industry Veteran Joseph Gerdes Appointed as President & Chief Executive Officer for Equity Advisor Solutions
• Boutique custodian names new CEO
January 2022
• Chalice Network Partners with Equity Advisor Solutions to Bring Advisors Access to a Robust Benefits Marketplace
• The Importance of a Nimble and Inclusive Custodian
November 2021
• Equity Advisor Solutions Introduces Fully Integrated Cryptocurrency Trading for Advisors
September 2021
• Tech platforms ease investing in alts
August 2021
• Three 2021 Market Trends That Support Independent Advisors
May 2021
• Where Is the Seismic Shift Following the Schwab-TD Ameritrade Deal?
• Creative Custodian: A small custodial alternative to the giants combines superior custodial technology with old-fashioned relationship service.
February 2021
• James Gorman delivers chilling remarks to E*Trade RIAs after doing no-money-down deal for the zero-commission discount broker
January 2021
• Equity Advisor Solutions Celebrates 10 Years of Continual Growth in the Custody Space by Exceeding 2020 Goals
August 2020
• Equity Advisor Solutions Hires New East Coast VP
• What will Morgan Stanley’s James Gorman do with ETrade’s custody business?
April 2019
• Equity Advisor Solutions: All-in-one Custodian for Any Type of Asset
January 2016
• How custodians Folio Institutional and Equity Advisor Solutions keep on ticking
September 2014
• Equity Advisor Solutions Adds Strong Talent with the Hiring of Mark Avers
March 2012
• Ex-Fiserv executives bid to create a new force in RIA custody by taking the Equity Trust bull by the horns