News & Articles
EdgeCo Announces Agreement with Touchstone Retirement Group
EdgeCo Holdings announces agreement with Touchstone Retirement Group to join its AmericanTCS business unit as part of the firms national expansion of AmericanTCS’s outsourcing services. The addition of Touchstone Retirement Group’s deep knowledge in fiduciary and administrative services, plan design and recordkeeping solutions are a key component of the deal.
EdgeCo Holdings Announces Launch of AmericanTCS
The new AmericanTCS brand brings together the Trust, Custody and Retirement operations EdgeCo has acquired over the past four years under a single banner.
EdgeCo Holdings Finalizes Deal with Financeware to Purchase VMS Hub
EdgeCo Holdings LP announced that it has closed on its acquisition of NSCC trading workflow automation solution, VMS Hub, from Financeware, the parent company for Vertical Management Systems and a NewSpring Holdings platform company.
Robert J. McCann Joins NewEdge Capital Group as Co-Chairman
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.
EdgeCo Holdings Announces Launch of NewEdge Capital Group
EdgeCo Holdings, LP is pleased to announce the launch of NewEdge Capital Group, the official brand of the firm’s wealth management division. The launch of NewEdge Capital Group brings together several of the wealth management operations EdgeCo has launched or acquired since 2018.
American Trust Company Signs Agreement to Acquire LT Trust Company
American Trust has signed a definitive agreement to acquire Denver based LT Trust, a national retirement plan provider and recordkeeper. This agreement adds significant talent and technology to American Trust while expanding its operational capabilities for institutional outsourcing and establishing a greater presence in the Midwest and Western U.S.
American Trust Retirement Acquires Stanley Benefit Services
American Trust Retirement expands its presence in the mid-sized plan market, acquiring Stanley Benefit Services, Inc., an independent employee benefits consulting firm based in Greensboro, NC, specializing in retirement plan administration.
Mid Atlantic Capital Group Announces Deal with PensionPro
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.
American Trust Partners with TAG Resources to Launch Pooled Employer Plan
The two retirement industry leaders are partnering to provide a customizable retirement plan option for employers of all sizes
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients