Blog

Advisor businesses are growing, in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65% of clients research potential advisors through social networks, and 86% use those networks to help in their buying decisions.

Some call it the “consumer revolution,” where clients are becoming collaborators in their financial planning. Fintech and social media train investors to expect efficiency, transparency and accessibility. Rather than a relay of information from advisor to client, limitless information online and booming client-focused tech innovation enables the client to exchange ideas with his or her advisor.

A recent survey by Accenture Research found 88% of advisors believe their clients are more knowledgeable about the investing process and available product solutions than they were five years ago. And...

Tech Triangle: Managing the Relationship between Advisor, Rep and Client

 

For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical...

Read full post

AUM Isn’t Everything

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...

Read full post

Consumers Prefer Human Advisors

Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, ...

Read full post

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...

Read full post

Pages

User login