Name brand custodian, hybrid RIA that uses Thomson1

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Jul 30, 2010 4:40 pm

Anybody know of the above?

Aug 3, 2010 9:00 pm

RBC or Legent (I think) def RBC

Aug 4, 2010 5:38 pm

Cool thanks I'll check them out.

Aug 6, 2010 1:27 am

Ameriprise is moving to Thompson One by years end. Bought it with H&R Block. Some offices in metro areas are using it already.

Aug 9, 2010 3:08 pm

Triad, for sure. They claim to have practically invented hybrid, and they are huge with Fidelity.