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Trust Company of America closed the books on the third quarter, adding 28 new RIAs with $750 million in AUM through the first nine months of the year. New clients signed on with TCA to take advantage of the mobility and operational efficiencies of our RIA platform, Liberty.

The growth was highlighted in a recent press release that said improving operations amid increasingly volatile markets was a common demand among several of TCA’s new RIA firms.

 “While assets under management steals the headlines in the RIA business, net income pays the bills,” said Joshua Pace, Senior Vice President, Business Development for Trust Company of America. “This year, we are hearing from more advisors who are focused on harnessing technology and process improvement to improve their bottom line – and spend more time with clients. It’s a win-win that helps advisors and their clients reach their full potential.”

With many RIAs having to...

Learn What Works in Winning Clients

Guest blog provided by Susan B. Weiner, CFA

Are you about to embark on a new marketing campaign that will cost you a lot in money or time? Take a step back! It’s time to assess what’s already working for you.

There are marketing firms...

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Give the Gift of Responsive Web Design

My mother-in-law is turning 70. My wife mentioned that we are going to go in on a present for her with my wife's sister and brother. I thought, "great, but how much can knitting needles and yarn really cost?"

Turns out my mother-in-law wants an iPad so it is going to set me back a few more...

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Tips for Generating Leads on Linkedin

You don’t have to spend a ton of time on Linkedin in order to be effective, it is more important that you are consistent. Try to set aside about 15 - 30 minutes each week to review your Linkedin connections and groups and engage when you have the opportunity. After a couple of...

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Surviving a Regulatory Exam: The Exit Meeting and Beyond

You’ve made it to the exit meeting of your regulatory exam, but the process isn’t over yet. Below you’ll learn what you can expect from the final meeting and how to remain compliant in the future.

At the exit meeting

At the exit meeting you can expect to have the...

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