6 min read
Responsible Innovation: Developing Technology With Positive Purpose
In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion. The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest ...
Topics: RIA technology RIAs RIA custodian RIA Platform
6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics: RIA practice RIA technology RIAs Registered Investment Advisor Financial Advisor Technology Client Relationships RIA Marketing
4 min read
Trade Settlement Is Getting Faster. Here’s What You Need To Know.
As most financial advisors are likely aware, there is a difference between the date when you trade a security and the date the transaction settles.
Topics: RIA practice Trading SEC
4 min read
Why TradePMR Believes In Building Relationships Over Making Transactions
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 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
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
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
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
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), ...
