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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...

How Advisors Can Protect Themselves from a Java Sucker Punch

Like defense in boxing, software security is generally a matter of keeping your guard up. In the ring, your opponent will throw punches at you. On the Internet, attackers will be trying to hack you. It comes with the sport. All software has defects and a certain percentage of them will be...

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How Advisors Can Use Mobile Devices to Differentiate and Increase Productivity

I know mobile technology is big in the advisor industry right now. But, if there was any doubt in my mind about the sheer reach of this trend, it was put to bed at this year’s T3 Conference (See:...

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The New Facebook Search Graph: Will It Change How RIAs Think About Social Media?

I get asked all the time about advisors being on social media.  We all know the issues: compliance scares people from taking action, lack of compelling content, who wants to follow their advisor on Facebook…to name a few. I, for the most part, have told advisors to concentrate on...

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What Trust’s ISO Certification Means for Advisors’ Data Security

You probably don’t spend much time thinking about data security, but it’s vitally important to both you and your investors’ peace of mind. Trust Company of America recently achieved the International Standardized Organization (ISO) 27001-Information Security Management Systems (ISMS). ISO is...

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