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As a financial advisor, you’re always thinking about your clients’ future. But what about your future? A recent survey conducted by CLS Investments shows more than 40% of independent advisors expect the sale of their business to account for between a quarter and half of their retirement. This figure stands in contrast to the reality that most advisors are wholly unprepared to pass on their business to a successor. David Grau, President and Founder of FP Transitions, says fewer than one in 10 advisors will sell their practice at the end of their career. It’s why a whopping 99% of independent practices die after one generation. Building an enduring business...

Advisor Engagement Study Reveals Importance of High Tech, High Touch Service in Client Satisfaction

Denver, CO (December 14, 2011)  An Advisor Engagement Study conducted by a third party on behalf of Trust Company of America reveals the importance of high-tech, high-touch service to advisors. The study shows that while cutting-edge technology is vital for operational efficiencies, the...

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Trust Company of America Announces a Breakthrough soon to be Delivered to the RIA Industry

Denver, CO (8/16/11): RIAs everywhere have responded to the market turmoil of 2008-9 with the realization that the “new normal” must include greater transparency, scalability, flexibility and mobility. Given the imperative challenges of building closer ties with their clients, while reducing...

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Trust Company of America and Black Diamond Form Strategic Partnership

Jacksonville, FL and Denver, CO April 19, 2011 — Black Diamond Performance ReportingTM and Trust Company of America announced today a joint initiative to provide access to performance reporting and asset aggregation to RIAs and their clients.

“By integrating Black Diamond’s technology into...

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Trust Company of America Sponsors Moss Adams/InvestmentNews 2011 RIA Technology Study

Centennial, CO (February 3, 2011):  Trust Company of America today announced its sponsorship of the Moss Adams/InvestmentNews 2011 RIA Technology Study with the intent to bring to market new findings emphasizing the correlation of technology and profitability. 

The innovative...

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