Blog

AUM Isn’t Everything

A recent column in Financial Advisor touched on a misconception that is pervasive in the financial advisory industry: the tendency “to equate assets under management with the quality of...

Read full post

Consumers Prefer Human Advisors

Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, ...

Read full post

New Liberty Features in August

In July, Trust Company of America announced improvements to our technology platform, Liberty, which seamlessly connects desktop and mobile systems.

Earlier this month, we added even more functionality. Now advisors and reps can register accounts, execute block trades and process accounts...

Read full post

What You Need to Know About Succession Planning

As a financial advisor, you’re always thinking about your clients’ future. But what about your future? ...

Read full post

Pages

User login