EdgeCo Announces Agreement with Touchstone Retirement Group

EdgeCo Announces Agreement with Touchstone Retirement Group

EdgeCo Holdings Announces Agreement with Touchstone Retirement Group to Join its AmericanTCS Business Unit February 27, 2023 The agreement continues the national expansion of AmericanTCS’s outsourcing services with the addition of Touchstone Retirement Group’s deep...

EdgeCo Holdings Announces Launch of AmericanTCS

EdgeCo Holdings Announces Launch of AmericanTCSSM November 29, 2022 The new brand brings together the Trust, Custody and Retirement operations EdgeCo has acquired over the past four years under a single banner.   PITTSBURGH–(BUSINESS WIRE)–EdgeCo...
Robert J. McCann Joins NewEdge Capital Group as Co-Chairman

Robert J. McCann Joins NewEdge Capital Group as Co-Chairman

Robert J. McCann Joins NewEdge Capital Group as Co-Chairman January 11, 2022 Wealth management industry icon joins firm that leverages cutting-edge, disruptive technologies to support financial advisors.   PITTSBURGH– (BusinessWire) NewEdge Capital Group, LLC...
EdgeCo Holdings Announces Launch of NewEdge Capital Group

EdgeCo Holdings Announces Launch of NewEdge Capital Group

EdgeCo Holdings Announces Launch of NewEdge Capital Group November 1, 2021 New division brings EdgeCo Holdings wealth management companies under one brand name PITTSBURGH–(BUSINESS WIRE)–EdgeCo Holdings, LP (“EdgeCo”) is pleased to announce the launch of...
American Trust Retirement Acquires Stanley Benefit Services

American Trust Retirement Acquires Stanley Benefit Services

American Trust Retirement Acquires Stanley Benefit Services May 4th, 2021 American Trust Retirement expands its presence in the mid-sized plan market MEMPHIS, Tenn.–(BUSINESS WIRE)–AT Retirement Services, LLC (American Trust Retirement), a leading,...
Mid Atlantic Capital Group Announces Deal with PensionPro

Mid Atlantic Capital Group Announces Deal with PensionPro

Mid Atlantic Capital Group Announces Deal with PensionPro April 7th, 2021 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...
EdgeCo Holdings Announces Agreement with Goss Advisors

EdgeCo Holdings Announces Agreement with Goss Advisors

EdgeCo Holdings Announces Agreement with Goss Advisors November 16th, 2020     PITTSBURGH & NEW ORLEANS–(BUSINESS WIRE)–EdgeCo Holdings, L.P. (“EdgeCo”) announced today it has entered into a definitive agreement with GWM Advisors LLC (“Goss...
EdgeCo Completes Acquisition of Unified Trust

EdgeCo Completes Acquisition of Unified Trust

EdgeCo Completes Acquisition of Unified Trust October 2nd, 2020 The $5B retirement plan provider and fiduciary becomes part of EdgeCo subsidiary American Trust MEMPHIS, Tenn.–(BUSINESS WIRE)–EdgeCo Holdings, L.P. (“EdgeCo”) has completed its acquisition of Unified...
Acquisition of American Trust Retirement

Acquisition of American Trust Retirement

Acquisition of American Trust Retirement February 4th, 2019 First Mercantile Trust, a subsidiary of EdgeCo Holdings, Announces Agreement for Strategic Acquisition of American Trust Retirement First Mercantile Trust continues to augment its value proposition to...