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The right technology can make all the difference when it comes to a financial advisor’s success, especially in today’s competitive business environment. Recent innovations in financial technology have provided state-of-the-art applications to handle everything from client relationship management to investment modeling to billing and document production.

These solutions have the potential to make your practice more efficient and profitable. The challenge is making sure these different technology applications work together as a seamless whole, providing your business the support and accuracy you require.

Here are several reasons why technology is crucial for your advisory practice:

Technology can make you more efficient. As you know, the process of advising clients, investing their money, and providing necessary documentation and compliance paperwork can be a time-consuming process. In many firms, these processes may account for at least...

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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Selling Through Others: the TAMP Model of Growth

The traditional RIA business consists of four basic components: back-office functions, compliance, money management and sales. All of these functions can be outsourced to other firms. The best RIA firms spend 60-80% of their time in client-facing activities so they can drive growth. What RIAs...

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