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For RIAs who are growing their practice by selling through Investment Advisory Representatives, technology plays a critical role in managing the relationship between advisor, rep and client. But technological gaps have prevented the RIA/IAR model from reaching its full potential.

From rep recruitment and coaching, to in-the-field CRM and proposal-generating capabilities, technology has not quite kept pace with the possibilities for RIAs who outsource their sales functions and use a Turnkey Asset Management Program (TAMP).

Although some RIAs have managed to cobble together different solutions to fill the gap, Trust Company of America’s newest technology suite will provide a seamless tech fix, integrating a wealth of tools and information into the robust Liberty...

Successful Advisors on Social Media: Follow the Leaders

This is a guest post by Amy McIlwain with Financial Social Media

They say that imitation is the sincerest form of flattery. It also happens to be one of the truest forms of good business, and follows suit in social media. There...

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Is It Time to Update Your Browser?

As you may or may not know, we recently launched a new website. A challenging aspect of website design today is the amount of different web browsers available as well as all the versions offered by each browser. Making sure the site works across all of these browsers is a big factor...

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Be prepared for questions about excess contributions and recharacterizations

The deadline is coming!

October 15th is the deadline to take care of excess contributions to IRAs and to recharacterize current year IRA contributions. Clients are often confused with both processes and require help. By knowing the IRS rules, you can provide that help.

Excess...

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RIA Roadshow: Coming to a City Near You

Registered Investment Advisors (RIAs) face an array of challenges in today’s highly competitive marketplace—not just to deliver returns, but also to win and retain clients, keep up to date with new regulations and make sense of complicated investment opportunities.

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