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Financial industry news and events for RIAs.

TradePMR


Recent posts by TradePMR
4 min read

TradePMR Adds Two New AI-Powered Copilots to Fusion Sync

By TradePMR on Mar 31, 2025 9:22:19 AM

TradePMR plans to be a leader in the AI era with ClientMeet and ClientIQ, tools built to help advisors spend more time and foster deeper relationships with clients. You can either lead, follow, or get out of the way. When it comes to the emerging ...
Topics: RIA technology Fusion Financial Advisor Technology Artificial Intelligence AI
4 min read

Introducing the Next Generation of TradePMR’s Fusion Technology

By TradePMR on Mar 19, 2025 9:21:29 AM

With new features like modules and an improved login page, we’re making Fusion better for advisors by focusing on three pillars: communications, wayfinding, and ease of doing business. TradePMR listens to the financial advisors who work with us.
Topics: RIA technology Fusion
6 min read

Q&A With TradePMR’s Rob Dilbone: Why He’s Excited for SYNERGY25

By TradePMR on Mar 13, 2025 2:26:32 PM

Lead Chief Revenue Officer Rob Dilbone answers questions about SYNERGY25 and shares what he’s most looking forward to. Now that the deal with Robinhood has officially closed, the TradePMR team is busy getting ready for the next big thing: our annual ...
Topics: SYNERGY25
5 min read

3 Tips for RIAs to Help Build a Successful Team and Retain Talent

By TradePMR on Feb 27, 2025 3:11:45 PM

If RIAs want to make the right hires to help position the firm for growth, these are a few things they can focus on, says Carolyn Armitage, Founder and CEO of RIA Circle and Wealth Management Consulting. If you ever feel like there just aren’t ...
Topics: Synergize
3 min read

What to Expect at SYNERGY25: TradePMR's Signature RIA Conference

By TradePMR on Feb 21, 2025 12:46:45 PM

SYNERGY25 returns to TradePMR’s home state of Florida with keynotes from TradePMR founder and CEO Robb Baldwin, Robinhood CEO Vlad Tenev, and more! The agenda for SYNERGY25, TradePMR’s signature conference for registered investment advisors, is now ...
Topics: SYNERGY25
4 min read

Market Shifts Demand Strategy and Perseverance

By TradePMR on Feb 4, 2025 3:33:40 PM

For advisors serious about outpacing market expansion, there are no shortcuts to success. If demographics are any indicator, the market for financial advice is about to be turned on its head.
Topics: RIAs Marketing Synergize Growth
3 min read

TradePMR Debuts “RIA Reflections,” a Story-Sharing Platform by RIAs, for RIAs

By TradePMR on Feb 3, 2025 1:48:10 PM

The new publication is the industry’s first forum for exclusively sharing personal perspectives from wealth management professionals TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today announced ...
Topics: Press Release RIAs
4 min read

Cut the Red Tape: How Independence Reignited One Advisor’s Passion

By TradePMR on Jan 23, 2025 5:08:16 PM

It turns out that some advisors like to be able to discuss the entirety of their client’s financial questions. Who knew? The world has changed. Many investors are looking for a different experience — and many advisors are, too. That’s why it can be ...
Topics: RIAs
3 min read

To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone

By TradePMR on Jan 15, 2025 12:06:08 PM

Running an independent advisory firm means wearing a lot of hats, and few people can successfully wear them all, says Carolyn Armitage, Founder and CEO of RIA Circle and Carolyn Armitage Consulting. Many financial advisors are finding that the ...
Topics: Financial advisors RIAs RIA Growth
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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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    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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