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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...

Using Technology to Streamline Your Practice

With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for...

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Lean Six Sigma training brings process improvement to TCA

RIAs that work with Trust Company of America know that a key focus of our work is on helping advisors achieve smart growth.

Whether it is our dedicated advisor service, leading RIA technology, or practice management consultative offerings, we help advisors do more with what they have.

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To 401(k) or not to 401(k)?

With its stable asset growth and a growing demand for investment advice among plan sponsors and participants, the $2.8 trillion 401(k) plan market represents a tremendous opportunity for RIAs. But with opportunity comes challenges for advisors wanting to enter the 401(k) market, including a long...

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One From the Road

Networking with other financial advisors has typically been a significant time and financial commitment for RIA principals, requiring travel to industry trade shows or custodian conferences, and a healthy entertainment budget.

But what if you could avoid the time and expense and network...

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