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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...

AUM Isn’t Everything

A recent column in Financial Advisor touched on a misconception that is pervasive in the financial advisory industry: the tendency “to equate assets under management with the quality of...

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Consumers Prefer Human Advisors

Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, ...

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New Liberty Features in August

In July, Trust Company of America announced improvements to our technology platform, Liberty, which seamlessly connects desktop and mobile systems.

Earlier this month, we added even more functionality. Now advisors and reps can register accounts, execute block trades and process accounts...

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What You Need to Know About Succession Planning

As a financial advisor, you’re always thinking about your clients’ future. But what about your future? ...

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