Socially responsible investing, or SRI, has become increasingly popular over the last decade. More and more mainstream money managers are incorporating social and environmental factors into their investment decisions in response to the demands of investors who want to own companies that share their values.

From 2012 to 2014, for example, SRI assets increased 76%, according to the US SIF Foundation. The total of SRI assets at the start of 2014 was $6.57 trillion. These assets now account for more than $1 out of every $6 under professional management in the U.S.*

While more and more investors are asking for socially responsible investing solutions, many advisors may be overlooking this opportunity. A recent survey indicated only about 49% of advisors offer SRI as an option.**

Advisors may think the investor has to sacrifice performance to accommodate SRI, but studies show that doesn’t have to be the case. A 2011 study by GMI Ratings found that “on...

New Liberty Features in August

In July, Trust Company of America announced improvements to our technology platform, Liberty, which seamlessly connects desktop and mobile systems.

Earlier this month, we added even more functionality. Now advisors and reps can register accounts, execute block trades and process accounts...

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What You Need to Know About Succession Planning

As a financial advisor, you’re always thinking about your clients’ future. But what about your future? ...

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Trust Company of America Expands Industry-Leading Liberty Mobile Platform

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...

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How to Comply with RIA Regulations

The regulatory environment for RIAs is in a state of constant evolution. RIAs are still trying to navigate the new rules set forth by Dodd-Frank, such as the so-called “red flag” rule, aimed at reducing the risk of identity theft, and there is increasing pressure for the SEC to adopt...

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