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Financial industry news and events for RIAs.

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Recent posts by Admin
4 min read

TradePMR Adds Adhesion Wealth® to Fusion Platform

By Admin on Nov 10, 2020 8:00:00 AM

Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.
Topics: Press Release
3 min read

Top Marks for Custody Platform Satisfaction in 2019 Software Survey

By Admin on Feb 19, 2019 1:12:20 PM

Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap. GAINESVILLE, Fla., Feb. 19, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology ...
17 min read

Robb Baldwin CEO of TradePMR Interviewed by Matt Halloran

By Admin on Feb 13, 2019 2:05:33 PM

Highlights of the interview with Robb include:
3 min read

TradePMR Mentors CFP Students and Student Tech Talent

By Admin on Jan 25, 2019 2:09:00 PM

The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition GAINESVILLE, Fla., Jan. 23, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, is supporting a team of four ...
3 min read

These 3 Myths About Millennials Could be Hurting Your RIA Practice

By Admin on Jan 4, 2019 2:18:06 PM

It is believed that the millennial generation, born between 1982 and 1994, often get a bad rap in the financial advice space for being over-confident, mistrusting and obsessed with technology, but a new research study sponsored by the CFA institute ...
3 min read

TradePMR Celebrates Successful '20 for 20 Initiative'

By Admin on Dec 17, 2018 3:34:59 PM

When TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), announced their plans earlier this year to celebrate its 20th anniversary by organizing and participating in 20 service projects, ...
4 min read

Branding 101 for Financial Advisors

By Admin on Apr 26, 2018 4:27:08 AM

How to Create and Periodically Refresh Your Brand Essentials as you Build Trust and Win Business as an RIA Today
4 min read

Common RIA Myths and Mistakes to Avoid

By Admin on Jan 26, 2018 7:08:33 PM

Talk to any fully independent advisor about the benefits of their business model and one word always seems to surface: “freedom.”
4 min read

Taking the Leap: Top Tips for Transitioning RIAs

By Admin on Jan 25, 2018 4:57:52 PM

Are you thinking about starting your own firm? Before you leap, here are some tips and food for thought:
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    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

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