Blog

Today is the first day of our annual Focus on the Future conference. Over the next two and a half days, TCA executives and notable guest speakers will tackle some of the challenges facing the RIA industry, presenting relevant information meant to prepare RIAs for the future while helping them to grow their business today.

The conference starts with a brand session led by yours truly. Looking at examples from around the business world, I’ll review some of the tools and strategies that can help RIAs develop their own personal brand. Geoff Colvin, Fortune Magazine’s Senior-Editor-at Large, will deliver the keynote address Wednesday evening.

Mike Lover, Trust Company of America’s Vice President for Process Improvement, will kick off Thursday’s events by unveiling changes to Catalyst, TCA’s technology platform for RIAs. He’ll give way to a panel discussion on the future of...

How to Dodge the Top 4 Social Media Obstacles Facing Financial Advisers

Originally posted by Financial Social Media.

By Amy McIlwain

As social media becomes an...

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Why Advisors Should Care About User Experience

The industry is forcing advisors to think differently about their business. It’s important to not only think about the service you’re delivering, but also how you’re delivering it. In an online sense, this concept is often termed user experience (UX).

Why should you care about user...

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The Trade-Offs of Adapting Your Website for Mobile Users

By Dave Curry

I’m probably dating myself when I say that I remember the debut of the “Shimmer” parody commercial on Saturday Night Live and that I was old enough at the time to think it was funny. In the...

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The World Needs Another Greek Hero

By Joseph Giulitto

Hesiod wrote a few years ago- A spirit of competition, of “good conflict” that tends to reduce the problems of scarcity. (Hesiod was in favor of the rule of law and the dispensation of justice to provide stability and order within society. He spoke out...

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