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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 Trust Company of America.

Kinsey says RIA firms should seek to create streamlined, scalable and repeatable processes for their technology, with a focus on simplification and saving time.  Taking inventory of existing technologies is a good place to start: What works? What causes problems? What aspects of the business could potentially be improved or made more efficient by better technology?

Advisors who attended the Genius Session offered a snapshot of the wide range of functions that could benefit from improved technology. 52% of attendees said they were most interested in technology in back-office functions and portfolio management, 38%...

2013 Ends on a Record Note

When our advisors succeed, we succeed. That’s what happened in 2013, as assets under custody at Trust Company of America grew to a record $13.2 billion on an increase in new client arrangements and rapid growth of current RIA clients.
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2014 RIA Roadshow: Coming to a City Near You

The RIA Roadshow took its inaugural program to six cities in 2013, with great results. A total of 86% of attendees at the Pittsburgh event said they were extremely or very likely to recommend future Roadshow events to other advisory firms.

The 2014...

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Household reporting functionality in Liberty

Liberty Platform: Now Featuring Household Reporting

Do you work with multiple people in the same family? Do any of your family clients have multiple accounts? Have you ever wished you could view all of the account information for a household in one convenient, easy-to-navigate menu?

If you answered yes to these questions, you might be...

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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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