In the News
Equity Advisor Solutions has been featured in a variety of news publications. Please find below some of the highlights:
• Alts Investing is Mainstream: The Right Custodian Can Help
• The Mainstreaming of Alts Investing
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
• The Custodian Of The Future: The Dawn Of The Boutique Age
• Smaller advisory firms could benefit from ‘boutique custodians’
• Continued M&A Activity Creates Opportunities for Custodians
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.
• Industry Veteran Joseph Gerdes Appointed as President & Chief Executive Officer for Equity Advisor Solutions
• Boutique custodian names new CEO
• Chalice Network Partners with Equity Advisor Solutions to Bring Advisors Access to a Robust Benefits Marketplace
• The Importance of a Nimble and Inclusive Custodian
• Equity Advisor Solutions Introduces Fully Integrated Cryptocurrency Trading for Advisors
• Tech platforms ease investing in alts
• Three 2021 Market Trends That Support Independent Advisors
• 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.
• Defying merger doubters, Schwab adds staggering $1.1 trillion RIA assets. Today’s trickle of RIA defections may yet build to tsunami size over next three years, rivals say
• James Gorman delivers chilling remarks to E*Trade RIAs after doing no-money-down deal for the zero-commission discount broker
• Equity Advisor Solutions Celebrates 10 Years of Continual Growth in the Custody Space by Exceeding 2020 Goals
• Equity Advisor Solutions Hires New East Coast VP
• What will Morgan Stanley’s James Gorman do with ETrade’s custody business?
• Equity Advisor Solutions: All-in-one Custodian for Any Type of Asset
• Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal — but with a cultivated calm
• How custodians Folio Institutional and Equity Advisor Solutions keep on ticking
• Equity Advisor Solutions Adds Strong Talent with the Hiring of Mark Avers
• Ex-Fiserv executives bid to create a new force in RIA custody by taking the Equity Trust bull by the horns