RIA Technology

With TCA, You Have Choices for Executing ETF Trades

Trust Company of America believes in giving its clients the freedom to choose and build their business the way they want to. That’s why TCA currently offers clients five different options for executing ETF trades and plans to add four more execution sources in the near future. Neil Buckley...

Read full post

Selling Through Others: the TAMP Model of Growth

The traditional RIA business consists of four basic components: back-office functions, compliance, money management and sales. All of these functions can be outsourced to other firms. The best RIA firms spend 60-80% of their time in client-facing activities so they can drive growth. What RIAs...

Read full post

Using Technology to Streamline Your Practice

With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for...

Read full post

There's an App for That

With more than 1 million apps in the Apple App Store and an equally staggering number of applications on the Android market, it’s...

Read full post

Pages

User login