Blog

Today is the first day of our annual Focus on the Future conference. Over the next two and a half days, TCA executives and notable guest speakers will tackle some of the challenges facing the RIA industry, presenting relevant information meant to prepare RIAs for the future while helping them to grow their business today.

The conference starts with a brand session led by yours truly. Looking at examples from around the business world, I’ll review some of the tools and strategies that can help RIAs develop their own personal brand. Geoff Colvin, Fortune Magazine’s Senior-Editor-at Large, will deliver the keynote address Wednesday evening.

Mike Lover, Trust Company of America’s Vice President for Process Improvement, will kick off Thursday’s events by unveiling changes to Catalyst, TCA’s technology platform for RIAs. He’ll give way to a panel discussion on the future of...

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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Is your firm ready for a CRM solution?

Are you struggling to grow your firm? Losing current clients? Are prospective clients choosing to go with another firm? Is onboarding new clients or keeping up regular communication with your clients a chore?

If you answered “yes” to any of these...

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