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Financial industry news and events for RIAs.

TradePMR


Recent posts by TradePMR
4 min read

RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap

By TradePMR on Aug 31, 2022 11:16:10 AM

TradePMR's Customer Advisor Panel Drives the Fusion Platform Development TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).
Topics: RIAs Service Registered Investment Advisor Financial Advisor Technology
4 min read

4 Tips to Get Your Team Ready for a Custodial Transition

By TradePMR on Aug 29, 2022 11:45:35 AM

How to Give the Pre-Game Pep Talk Before Moving RIA Custodians Picture this: a brisk Superbowl Sunday. Your team’s huddled in the locker room getting ready for the biggest game of the year. Before kickoff, the captains lead a rousing pre-game pep ...
Topics: RIA practice RIAs Transition
5 min read

Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings

By TradePMR on Aug 26, 2022 1:57:05 PM

How RIAs can broaden their services without derailing their businesses. Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly ...
Topics: RIA technology RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

TradePMR's Boutique Approach to Scaling Service, Prioritizing RIAs

By TradePMR on Aug 24, 2022 3:28:39 PM

Since its inception, TradePMR prioritizes service over size. Being one of the biggest firms in any industry can have perks. With size comes scale, and a company can make significant acquisitions – in essence, buy their way to become the biggest ...
Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
3 min read

Making a Custodial Transition? How to Have Effective Client Conversations

By TradePMR on Aug 22, 2022 2:30:00 PM

Get the Four-Point Checklist to help guide your discussions. So, it’s time for “the talk” with your clients.
Topics: RIA practice RIAs Transition
5 min read

Paralyzed by Choices? Start with a Strong Tech Core and Build from There.

By TradePMR on Aug 19, 2022 12:45:50 PM

Tips to select the RIA technologies to support your unique business. RIAs face a unique challenge when it comes to technology: too many choices.
Topics: RIA technology RIAs Custodial Service Providers RIA Custodians Integrations
4 min read

Make Your Transition on Your Own Terms, Not Your Custodian’s

By TradePMR on Aug 17, 2022 3:43:26 PM

Don’t get stuck on an unreasonable transition timeline - control your RIA’s future During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.
Topics: RIAs Transition Service Registered Investment Advisor RIA Custodians
4 min read

Finding the Right RIA Custodian to Fit Your Firm.

By TradePMR on Aug 15, 2022 1:25:15 PM

Tips to align your technology and custodial services search with your long-term goals and success. Carpenters have a saying, “measure twice, cut once”. A similar sentiment can be shared about searching for a new RIA technology and custodial services ...
Topics: RIA technology RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

TradePMR Named as One of Florida’s Best Companies to Work For

By TradePMR on Aug 12, 2022 11:00:18 AM

The RIA technology and custodial services provider ranked 13th among midsized companies in the Sunshine State. Gainesville and Tampa, Fla. – August 10, 2022 – TradePMR, a technology and custodial services provider for Registered Investment Advisors ...
Topics: TradePMR Press Release Robb Baldwin Recruiting
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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.

    Copyright 2020-2024, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    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.
    Market volatility, volume, and system availability may impact account access and trade execution.
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