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...

Learn About a Service Model for Advisor Growth

Growing your practice requires the support of a custodian you trust along with the capabilities of an industry leading trading platform. With the right tools, knowledge, and support, you’re able to evolve your practice in a manner that best suits your...

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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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