Blog

As you have most likely heard, late last week, Equifax – one of the ‘Big Three’ credit bureaus in the United States – admitted that its own lax security practices had allowed hackers to steal the personal identities of 143 million U.S. citizens. Data potentially accessed by hackers from mid-May to July include names, Social Security numbers, credit card numbers and personal documents.

How bad is this breach? Look to your left or right. See that person setting next to you? It’s likely that one of the two of you have had your id stolen in this hack. To compound the issue, Equifax didn’t notify the public for more than a month after it detected the breach. In response, Equifax is offering a year of free credit monitoring and identity theft insurance that you can sign up for at equifaxsecurity2017.com.

To protect yourself, one option is to set up a fraud alert, which is free, by calling one of the three credit bureaus: Equifax, TransUnion...

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...

Read full post

The Do’s and Don’ts of Hiring

Your business is only as good as its people. Unfortunately, every business inevitably makes regrettable hires or will in the future. In fact, 90% of participants in a recent Trust Company of America Genius Session on the do’s and don’ts...

Read full post

Conversion Made Easy: Switching to a New Custodian

Casey Hunt dreamed of having a one-stop shop for back-office solutions, data reconciliation, reporting and Customer Relationship Management (CRM). For years, he had multiple in-house employees manage those functions. He later outsourced to another company, but...

Read full post

With TCA, You Have Choices for Executing ETF Trades

Trust Company of America believes in giving its clients the freedom to choose and build their business the way they want to. That’s why TCA currently offers clients five different options for executing ETF trades and plans to add four more execution sources in the near future. Neil Buckley...

Read full post

Pages

User login