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Today is the first day of our annual Focus on the Future conference. Over the next two and a half days, TCA executives and notable guest speakers will tackle some of the challenges facing the RIA industry, presenting relevant information meant to prepare RIAs for the future while helping them to grow their business today.

The conference starts with a brand session led by yours truly. Looking at examples from around the business world, I’ll review some of the tools and strategies that can help RIAs develop their own personal brand. Geoff Colvin, Fortune Magazine’s Senior-Editor-at Large, will deliver the keynote address Wednesday evening.

Mike Lover, Trust Company of America’s Vice President for Process Improvement, will kick off Thursday’s events by unveiling changes to Catalyst, TCA’s technology platform for RIAs. He’ll give way to a panel discussion on the future of...

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, ...

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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...

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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? ...

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Trust Company of America Expands Industry-Leading Liberty Mobile Platform

Above: TCA's technology systems over the years

Yesterday, Trust Company of America unveiled the new and improved Liberty, its industry-leading mobile platform for RIAs.

Now all major functions, including model management, consolidated asset management and model...

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