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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...

The Case for Creating Your Website on an Open Source Platform

By Diana Merkel, Owner, Pinkshag Design

During the development phase of your web site, the final web design is completed and built out to work in multiple browsers and a variety of devices. It is more important than...

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eMarketing for Financial Advisors: 10 Ways to Boost Open & Click Rates

Originally posted by Financial Social Media.

By Amy McIlwain.

Many financial advisors are interested in how they can use email marketing to increase leads and grow their business. Although email...

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The 3 Google Analytics Metrics You Should be Measuring

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on...

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The Importance of Good Website Structure

By Diana Merkel, Owner, Pinkshag Design

The difference between a website that is frustrating to visitors, and one that keeps visitors coming back for more often boils down to site navigation. The appeal of a well-...

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