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Trust Company of America Integrates with MoneyGuidePro

March 20, 2017

Will provide advisors with better data and greater efficiencies

DENVER, CO – (March 21, 2017) -- Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice...

Small custodians compete for advisers with niche needs

March 10, 2017

Though dwarfed in size by their bigger competitors, small custodians serve thousands of loyal RIA clients.

by Jeff Benjamin, InvestmentNews

When Tiem Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Center in...

Nine Steps To Becoming A Successful Independent RIA

March 10, 2017

by Al Leary, Trust Company of America

As appealing as the path to a registered investment advisor (RIA) practice may be, it's a transtion that requires careful conisderation, detailed planning and a structured, strategic approach that leaves nothing to chance.

RIAs Can't Skip DOL Compliance Overhaul

March 10, 2017

by Thomas Coyle, Financial Advisor

It doesn't take much expertise to see the Department of Labor's incoming fiduciary rule impacts brokerages more than RIAs.

Six Key RIA Trends for 2017 and How to Capitalize On Them

March 10, 2017

By Joshua Pace, President and CEO, Trust Company of America

"The only thing that is constant in life is change."

This well-known quote attributed to the Greek philosopher Heraclitus is certainly appropriate for today's RIA marketplace.


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