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While technology may provide a range of benefits for financial advisors, the success of these solutions depends in part on how well these various software applications work with one another in a connected office environment. This depends on their degree of integration. Integration refers to the extent to which individual software applications – from billing to CRM to financial reporting – communicate and share data with each another. Not surprisingly, full and deep integration has become a priority for many financial advisors.

While integration has become a watch word in the financial services and financial technology markets, it’s important to recognize that the term may mean different things to different people. At its most basic level, integration may refer simply to “single sign-on” (SSO) integration. SSO integration allows users to access different applications without constantly reentering login information and passwords. While SSO...

What’s the value of managed money in 401(k)s?

41% of advisors who attended the Genius Session said advisor knoweldge is the biggest hurdle for managed strategies in 401(k) plans.

For much of its 30-year history, the 401(k) industry has been slow to respond to the needs of plan participants....

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Trust Company of America First Quarter Recap

The “Big Mo” kept rolling Trust Company of America’s way in the first quarter of 2014, as the firm closed the first quarter of 2014 with solid growth in new advisor arrangements, ...

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Investment Advisors Corp. Adds Trust Company of America’s Custodial Platform to its Suite of Services for Advisors

Yesterday, Trust Company of America announced that it has entered a strategic relationship with Investment Advisors Corp. (IAC), a Registered Investment Advisor with more than 120 investment advisor...

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How to Attract Talent to Grow Your Firm

The RIA channel has enjoyed tremendous growth in recent years. From 2008-2012, more than 4,000 advisors wirehouses and large advisor firms to join the ranks of Registered Investment Advisors, ...

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