5 min read
Finding the Right Advisor Tech to Support the Full RIA Team
How firms can benefit from RIA Custodians that look to beyond the advisor. Advisors who decide to start an RIA fit a specific mold. They’re driven entrepreneurs looking to have control over their business. They’re looking to grow their practice how ...
Topics:
RIAs
Transition
Service
Registered Investment Advisor
Financial Advisor Technology
6 min read
Data Could be the Key for RIAs Navigating a Down Market
How advisors can mitigate risk and strengthen client relationships throughout periods of volatility. Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a ...
Topics:
Financial advisors
RIAs
Wealth Management
Data
RIA Data
Custodial Service Providers
RIA Custodians
Market Volatility
7 min read
Waiting to Switch RIA Custodians Could Hurt an Advisor’s Bottom Line
Momentary Pain of Change vs. Long-Term Pain of Regret For some advisors, the RIA custodian transition process can seem insurmountable.
Topics:
Financial advisors
RIAs
Transition
Service
Registered Investment Advisor
5 min read
RIA Marketing: How to Build a More Effective Online Presence
How advisors can build a more effective online presence The ways that consumers find products and services has changed drastically over the past couple decades. While word-of-mouth may have been a sufficient marketing strategy back in the day, it ...
Topics:
Marketing
Service
Registered Investment Advisor
Custodial Service Providers
4 min read
TradePMR’s Boutique Tactic to Strategic Growth: Say No More Than Yes
Learn about the RIA technology and custodial service provider’s formula for service. The math is simple: custodians have a finite number of support team members. As the custodian adds more advisors, there are fewer support team members per advisor ...
Topics:
Financial advisors
RIA technology
Service
Registered Investment Advisor
Custodial Service Providers
4 min read
Don't Skimp on Referrals: How to Have Honest Conversations with RIA Custodians’ Biggest Fans
Sift through the bias and get the inside scoop on your next RIA custodian platform before you sign on. It's been said that wealth management is indeed a relationship industry. Advisors work tirelessly to build and nurture strong relationships with ...
Topics:
RIA technology
Transition
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
Democratization of Custodian Data: Bringing Enterprise-Level Insights to Every RIA
Amazon, Google, and Apple use it – what can data do for your RIA firm? Did you know that Amazon collects around one exabyte of purchase data from its customer base – an exabyte equates to around one billion gigabytes.1 In short, they have a ton of ...
Topics:
Financial advisors
RIAs
Data
Custodial Service Providers
RIA Custodians
5 min read
Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22
Investments in Service, Expansions to Technology, and a Continued Focus on RIAs 1,097 days. That’s how long TradePMR had to wait between annual SYNERGY conferences as the world navigated a pandemic.
Topics:
RIAs
Service
Custodial Service Providers
Financial Advisor Technology
Top Tech
3 min read
Mid-Year: Time for Performance Reports for Your Clients and Your RIA Firm
Everyone can benefit from an occasional check-in. Mechanics suggest cars should get an oil change every six months. The dentist recommends teeth cleaning twice a year. In fact, water filters require replacement every two months.
Topics:
Financial advisors
RIAs
Wealth Management
Custodial Service Providers
