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Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, the San Francisco 49ers announced a partnership with the robo advisor firm Wealthfront. But the “rise of the machines” has so far failed to translate to a sea change in consumer preferences.

According to a recent Wells Fargo/Gallup Investor and Retirement Optimism Index survey of a nationally representative sample of investors with $10,000 or more in invested assets, consumers are more than twice as likely to use a dedicated financial advisor than an online financial planning website. One in five...

Is the US Going Greek? Protecting Investors in Times of High Debt

By Joseph Giulitto

No, the US is not switching from high fashion to togas. We are also probably not going to convert our economy to a fishing/tourism model anytime soon. However, like Greece, the US is assuming debt at a rapid pace. Two years ago, we were actively criticizing...

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How Are Your Mobile Investors Getting Along?

By Dave Curry

This is the second post in a series discussing three technologies that are reshaping the playing field for advisors — mobile devices, social media and web-service based integration.

I still have a framed poster enlarged from the cover of the June, 1985...

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A Golden Age of Technology: Three Tech Trends Advisors Should Embrace

By Dave Curry

First, let me introduce myself. My name is Dave Curry and I am the Senior Systems Architect for open systems development here at Trust Company of America. I’ve been asked to blog about information technology as it applies to our industry. I’m very happy to do this...

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Spring Series: How to Structure Your Day to Achieve Your Goals

Welcome to the spring series of “EVOLVE the RIA Growth Blog.” Over the next couple of weeks, we will feature posts that share spring themes including – growth, evolution, new beginnings, and fresh perspectives. Subscribe today for new updates.

In the previous post, we said...

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