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The right technology can make all the difference when it comes to a financial advisor’s success, especially in today’s competitive business environment. Recent innovations in financial technology have provided state-of-the-art applications to handle everything from client relationship management to investment modeling to billing and document production.

These solutions have the potential to make your practice more efficient and profitable. The challenge is making sure these different technology applications work together as a seamless whole, providing your business the support and accuracy you require.

Here are several reasons why technology is crucial for your advisory practice:

Technology can make you more efficient. As you know, the process of advising clients, investing their money, and providing necessary documentation and compliance paperwork can be a time-consuming process. In many firms, these processes may account for at least...

2014 Focus on the Future: Janus Labs Brings Art of WOW to Focus Conference

The Art of WOW starts now.

That was the leading message of Janus Labs Executive Director John Evans, who brought a bundle of energy and some...

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Building a Meaningful Brand as an RIA

All businesses—from iconic, international corporations like Apple, to local mom-and-pop shops—strive to build a brand for themselves. They want to stand out from their competitors; they want to be unique. But what makes a meaningful brand? We sought to help RIAs answer this question...

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What to Expect at this Year’s Focus on the Future Conference

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...

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Third Quarter Recap at Trust Company of America

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...

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