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Above: TCA's technology systems over the years

Yesterday, Trust Company of America unveiled the new and improved Liberty, its industry-leading mobile platform for RIAs.

Now all major functions, including model management, consolidated asset management and model processing and rebalancing, at the account level or across the entire book of business, are available on any piece of glass—desktop computers, tablets and mobile devices.

Liz Hayden, Director of Product Development for TCA, demonstrated the revamped Liberty in a recent Genius Session. With its intuitive design and seamless navigation, Liberty allows advisors to execute trades with just a few clicks of the mouse, adjust asset allocations for individual clients and households, review essential account information on one screen and perform countless other functions—all in one integrated platform.

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Most advisors have heard that they need to be on social media, they need be up on current social trends to attract younger clientele, they need to adopt the “new” style of social marketing, and so on. This is nothing new. And while it is true that social media is finally catching fire in the...

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Some rise by sin and some by virtue fall.

– Shakespeare

I saw this quote recently while researching another topic. I found it to be appropriate to capture the challenge that professional money managers have in finding investments...

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