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Technology Drives Service at TCA

February 9, 2017

by Danielle Andrus for

How Trust Company of America is using technology to help RIAs serve clients

2 Pitfalls to Avoid, 7 Tips to Optimize Your Tech Solutions

February 9, 2017

by James Capps for

Today, more financial advisors than ever are realizing that technology is an important tool to increase client satisfaction and profitability...

More Important Than $1 Million

September 9, 2016

by in The Daily Brief

Making that first million is always the hardest, but for...

Small RIAs Are Not Doomed

September 6, 2016  |  Joshua Pace

There’s a common misconception that smaller RIA firms, those under $300 million in assets under management, are on a path to extinction. The general message is, if your small firm isn’t dead yet, it will be soon.

Trust Company of America Provides Advisors With Competitive Investment Management Offerings

August 16, 2016

MMX Is an open-architecture program that enables RIAs to mix and match a variety of third-party money managers; advisors who use MMX are able to lower investment-management-related overhead while maintaining complete control over their client base.


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