Growth & Efficiency

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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