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Welcome to “EVOLVE the RIA Growth Blog”

Announcing the spring series of “EVOLVE the RIA Growth Blog.” It’s no coincidence that we are kicking off the blog during the first week of spring; a period of new beginnings, growth, and of course, “spring cleaning” – the same themes you will see in the blog. The initial posts will take a...

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Two Leading RIAs Now on Cutting Edge with Apps in Apple and Android Stores Using Private-Label Technology of Trust Company of America

Denver, CO (January 12, 2012) ‐ In a major breakthrough, Interactive Financial Advisors/IFA (Oak Brook, IL) and Portformulas (Ada, MI) – have become one of the industry’s first RIAs with their own apps in the Apple and Android stores, using private‐label versions of Trust Company of America’s...

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Advisor Engagement Study Reveals Importance of High Tech, High Touch Service in Client Satisfaction

Denver, CO (December 14, 2011)  An Advisor Engagement Study conducted by a third party on behalf of Trust Company of America reveals the importance of high-tech, high-touch service to advisors. The study shows that while cutting-edge technology is vital for operational efficiencies, the...

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Trust Company of America Announces a Breakthrough soon to be Delivered to the RIA Industry

Denver, CO (8/16/11): RIAs everywhere have responded to the market turmoil of 2008-9 with the realization that the “new normal” must include greater transparency, scalability, flexibility and mobility. Given the imperative challenges of building closer ties with their clients, while reducing...

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