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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 Top Reasons to Create a Video for Your RIA

Thinking of integrating video into your website? Or maybe you’re curious about starting a YouTube channel? Or maybe the idea of foraying into video makes you more terrified than a baby watching mom blow her nose.

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How Outsourced Performance Reporting Can Boost Your Business

As an advisor, you have enough on your plate without hassling with performance reports. Performance reporting can be one of those aspects of your business that takes time away from being able to focus on your core competencies. However, a good performance reporting tool can be a boon for your...

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4 Must Know Strategies for Financial Advisor Landing Pages

Originally posted by Financial Social Media.

By: Amy McIlwain

Given the fact that hundreds of people visit your webpage long...

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Gaining an Edge with Private-Labeled Technology


How can an advisor set himself apart from the competition and reinforce his brand with state-of-the-art technology?

Using technology that is private-labeled, or personalized, with your own branding and logo is a great way to reinforce your brand to your clients. At Trust Company of...

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