Get the latest on what we’re up to and where you can find us. For our press information, please see our Press Kit.

Advisors Say Tech Both Help And Hindrance

March 14, 2018

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.

Shrinking cash balances provide latest evidence of investor euphoria

January 24, 2018

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.

Picking the right custodian could save clients cash

December 18, 2017

By Al Leary, Trust Company of America

Clients expect fees to correlate with real value and advisors should expect the same from their custodians.

How to Accelerate Growth by Rebranding Your Advisory Practice

December 18, 2017

By Pete Muckley, Trust Company of America

The wealth management space is constantly evolving, and you can’t afford to be left behind.


User login