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For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical role in managing the relationship between advisor, rep and client. But technological gaps have prevented the RIA/IAR model from reaching its full potential.

From rep recruitment and coaching, to in-the-field CRM and proposal-generating capabilities, technology has not quite kept pace with the possibilities for RIAs who outsource their sales functions and use a Turnkey Asset Management Program (TAMP).

Although some RIAs have managed to cobble together different solutions to fill the gap, Trust Company of America’s newest technology suite will provide a seamless tech fix, integrating a wealth of tools and information into the robust Liberty...

With TCA, You Have Choices for Executing ETF Trades

Trust Company of America believes in giving its clients the freedom to choose and build their business the way they want to. That’s why TCA currently offers clients five different options for executing ETF trades and plans to add four more execution sources in the near future. Neil Buckley...

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What’s the value of managed money in 401(k)s?

41% of advisors who attended the Genius Session said advisor knoweldge is the biggest hurdle for managed strategies in 401(k) plans.

For much of its 30-year history, the 401(k) industry has been slow to respond to the needs of plan participants....

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Trust Company of America First Quarter Recap

The “Big Mo” kept rolling Trust Company of America’s way in the first quarter of 2014, as the firm closed the first quarter of 2014 with solid growth in new advisor arrangements, ...

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Investment Advisors Corp. Adds Trust Company of America’s Custodial Platform to its Suite of Services for Advisors

Yesterday, Trust Company of America announced that it has entered a strategic relationship with Investment Advisors Corp. (IAC), a Registered Investment Advisor with more than 120 investment advisor...

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