Blog

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...

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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Interview with Financial Advisor Social Media Extraordinaire, Jamie Cox

Originally posted by Financial Social Media

By: Amy McIlwain

James A. Cox, III of...

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Great Website Design Begins with a Strong Brand Identity

By Diana Merkel, owner, Pinkshag Design

The Branding/Discovery Process

A great website design begins with a strong brand identity. If you are designing or re-designing a website for your firm, it is...

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Navigating the Rapids of Mobile Technology

By Dave Curry

Before our daughter came, my wife and I did quite a bit of whitewater rafting on the Arkansas River in Colorado. Some stretches of the...

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