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A recent column in Financial Advisor touched on a misconception that is pervasive in the financial advisory industry: the tendency “to equate assets under management with the quality of a firm.”

Most firms highlight AUM as a point of pride, and as the author points out, industry rankings of the top firms are little more than rankings of the largest firms by assets under management.

In truth, the quality of an RIA—or a custodian, for that matter—is much more than AUM. Clients value service above all else. While AUM is perhaps an indication of success to date, how much money a firm manages—particularly a relatively new firm—is not necessarily a good barometer of the breadth of its expertise or the quality of service it delivers to clients. Clients don...

Best Practices for Video Marketing

With more than 300,000 financial advisors in the US, independent advisors are increasingly challenged to differentiate themselves from the crowd.  

Video, produced professionally and executed with the care that you put into serving clients, provides a dynamic platform for engaging...

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Understanding IRA Beneficiary Options

The death of a spouse or loved one is a stressful event. In fact, according to the Holmes and Rahe Stress Scale developed by psychiatrists Thomas Holmes and Richard Rahe, the death of a spouse is the most stressful event a...

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2013 Ends on a Record Note

When our advisors succeed, we succeed. That’s what happened in 2013, as assets under custody at Trust Company of America grew to a record $13.2 billion on an increase in new client arrangements and rapid growth of current RIA clients.
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2014 RIA Roadshow: Coming to a City Near You

The RIA Roadshow took its inaugural program to six cities in 2013, with great results. A total of 86% of attendees at the Pittsburgh event said they were extremely or very likely to recommend future Roadshow events to other advisory firms.

The 2014...

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