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How $7B Professional Capital Services is trying to out-nimble, out-RIA $188B Ascensus but with Edmond Walters there to carry a big stick

The eMoney founder joined the Philly TPA's board to oversee a PCS that hires madly, rewrites software, RIA-izes its services and develops marketing punch

Author Oisin Breen February 28, 2019 at 12:41 AM
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Edmond Walters: What PCS needs is a voice that can help amplify their message, and I have a voice that’s heard by this community ... [but] the most important thing to know here is that I pursued them!

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April 6, 2021 at 12:50 AM


Mentioned in this article:

Ascensus
Third Party Administrator
Top Executive: Bob Guillocheau



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