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by Financial Advisor, Karen Demasters
Although a large majority (82 percent) of small- and medium-size RIAs say using technology has helped their business, a sizeable group also say they still have problems with it, according to a survey released Monday by Trust Company of America.
By Jeff Benjamin, InvestmentNews
There's nothing quite like record highs in the stock market combined with historic lows in interest rates to get investors off the sidelines, and that's exactly what the major custodians are seeing these days.
By Al Leary, Trust Company of America
Clients expect fees to correlate with real value and advisors should expect the same from their custodians.
By Pete Muckley, Trust Company of America
The wealth management space is constantly evolving, and you can’t afford to be left behind.