Socially responsible investing, or SRI, has become increasingly popular over the last decade. More and more mainstream money managers are incorporating social and environmental factors into their investment decisions in response to the demands of investors who want to own companies that share their values.

From 2012 to 2014, for example, SRI assets increased 76%, according to the US SIF Foundation. The total of SRI assets at the start of 2014 was $6.57 trillion. These assets now account for more than $1 out of every $6 under professional management in the U.S.*

While more and more investors are asking for socially responsible investing solutions, many advisors may be overlooking this opportunity. A recent survey indicated only about 49% of advisors offer SRI as an option.**

Advisors may think the investor has to sacrifice performance to accommodate SRI, but studies show that doesn’t have to be the case. A 2011 study by GMI Ratings found that “on...

Tips for Increasing CRM User Adoption from Redtail

Author: Brian McLaughlin, CEO/CTO of Redtail Technology

Whatever CRM system you may use, user adoption is one of the biggest challenges facing any organization. Brian McLaughlin, CEO/CTO of Retail Technology, provides some insight into how...

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Dreamforce 2013: What We Saw

The marketing team at Trust Company of America went to the annual Dreamforce Conference in San Francisco last week.  For those of you who are not familiar with Dreamforce, it is the annual conference put on by 

Dreamforce is not just a conference - it is an Event...

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The Company Brand vs. Your Personal Brand

Whose brand goes first? 

At Trust Company of America (TCA), we believe you know what’s best for your business. That’s why all of our offerings—whether it’s our technology platforms, mobile apps or client statements—are branded for your company, not ours.

The large...

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Online Reputation Management for Financial Advisors: Combating Negative Digital Reviews

Guest Blog Post - Amy McIlwain, Financial Social Media

One of the scariest aspects of the online world for advisors is the lack of control they have about their brand. It’s the gift and the curse of the Internet: anyone can say anything at any time. This can become even more of a challenge...

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