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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

Why TradePMR Believes In Building Relationships Over Making Transactions

By TradePMR on Mar 18, 2024 3:54:30 PM

There’s a big difference between relational and transactional interactions. Here’s why we believe in relationships. Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services ...
Topics: RIA practice Service Wealth Management Registered Investment Advisor RIA Custodians
6 min read

What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian

By Rob Dilbone, Managing Director at TradePMR on Mar 13, 2024 3:30:00 PM

By Rob Dilbone Managing Director at TradePMR 10 Points to Evaluate in Your Next Provider.
Topics: Financial advisors RIAs Transition Registered Investment Advisor RIA Custodians
4 min read

How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine

By TradePMR on Mar 8, 2024 3:13:07 PM

Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it. In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that ...
Topics: RIA practice Technology Wealth Management RIA Growth Advisor Evolution Sciences
4 min read

Human Connections Are Primed to Flourish, Even in Our AI World

By TradePMR on Mar 4, 2024 2:34:45 PM

AI is already impacting your business. Here’s why you shouldn’t be ignoring it. Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral ...
Topics: RIA practice Technology webinar Wealth Management Artificial Intelligence CE Credits
5 min read

What’s in a Name? Why Language Matters at TradePMR

By TradePMR on Feb 14, 2024 12:17:13 PM

We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics: Financial advisors TradePMR RIAs Registered Investment Advisor Custodial Service Providers Client Relationships RIA Custodians
6 min read

TradePMR Named One of the Best Companies to Work for in Gainesville and Florida

By TradePMR on Feb 13, 2024 11:29:20 AM

The RIA technology and custodial services provider ranked 10th among midsized companies in Florida. GAINESVILLE and TAMPA, Fla. – February 07, 2024 – TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), ...
Topics: TradePMR Recruiting Feedback
4 min read

TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference

By TradePMR on Jan 30, 2024 2:29:13 PM

Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management. At TradePMR, we’ve never been shy about setting high expectations and the right tone. In ...
Topics: Financial advisors TradePMR RIAs Conferences M&A
4 min read

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

By TradePMR on Jan 24, 2024 5:14:17 PM

The Fusion platform’s online portfolio management tool also received top ranking for advisor satisfaction. GAINESVILLE and TAMPA, Fla. – January 24, 2024 - TradePMR, a technology and custodial services provider for Registered Investment Advisers ...
Topics: Press Release Technology Demo RIA technology FinTech Joel Bruckenstein Register for On-Demand Fusion Demo Technology Fusion Demo Top Tech
4 min read

TradePMR to Host Seventh Annual Oktoberfest on Thursday, October 12

By TradePMR on Oct 3, 2023 8:45:00 AM

Ken Block and Drew Copeland of Sister Hazel will perform at the fundraiser which benefits the band’s non-profit pediatric cancer charity, Lyrics for Life. GAINESVILLE, Fla. – October 3, 2023 - TradePMR, a technology and custodial services provider ...
Topics: Philanthropy Press Release