In the News
Equity Advisor Solutions has been featured in a variety of news publications. Please find below some of the highlights:
October 2022
We’re thrilled to announce that Stephanie Gutierrez, Head of Product Management and Integrations, has been named Hispanic Product Manager of the Year by Wealth Solutions Report in their Pathfinder Awards!
WSR Pathfinder Awards – Hispanic Top Industry Leaders
September 2022
• The Custodian Of The Future: The Dawn Of The Boutique Age
August 2022
• Smaller advisory firms could benefit from ‘boutique custodians’
• Continued M&A Activity Creates Opportunities for Custodians
June 2022
We are thrilled to announce that we have been recognized as a finalist in the WealthManagement.com Industry Awards in the Custodians, Alternative Asset category! As one of the first companies to offer trading of standard, alternative, and cryptocurrency assets on one platform, we are honored to be recognized among industry innovators as we continue to expand our offerings to support advisor success.
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