3 min read
Smartria and TradePMR join forces to support RIA firm growth
New integration delivers custodial data from TradePMR’s platform into Smartria’s compliance technology. In conjunction with TradePMR’s Synergy 2024 conference in Las Vegas, Smartria and TradePMR announced that the companies have integrated their ...
5 min read
SYNERGY24: Robb Baldwin and Joe Duran Share Four Keys for Powering RIAs’ Organic Growth
A bull market and M&A activity are masking deficiencies in RIAs’ approach to landing new business. Fortunately, there are tried and true techniques that could help advisors get back on track. Registered investment advisors who are treading water ...
Topics:
RIA technology
Robb Baldwin
RIA Marketing
RIA Growth
RIA Customer Service
SYNERGY24
4 min read
SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams
TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs. ...
Topics:
RIA technology
Advisor Technology
Financial Advisor Technology
Custodial Platform
RIA Custodians
RIA custodian
RIA Platform
Account Opening
Advisor Documents
SYNERGY24
9 min read
TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference
Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - TradePMR, a technology ...
Topics:
Robb Baldwin
RIAs
Financial Advisor Technology
Las Vegas
RIA Platform
SYNERGY24
3 min read
TradePMR Adds Industry Veteran Jon Patullo to Leadership Team
Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – May 14, 2024 - TradePMR, a ...
Topics:
Press Release
RIA technology
Robb Baldwin
Advisor Technology
Registered Investment Advisor
Custodial Service Providers
4 min read
Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria
TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics:
RIAs
SYNERGY
Custodial Service Providers
Financial Advisor Technology
Custodial Platform
Artificial Intelligence
6 min read
"It's Personal for Us": SYNERGY24 Q&A With TradePMR CLO Chaz Reiling
Every year, the TradePMR Synergy Conference is one of our biggest, most anticipated events. To share a little more about what attendees can expect at this year’s event, taking place May 21-24 in Las Vegas, we sat down with TradePMR’s Chief Legal ...
Topics:
SYNERGY
Custodial Service Providers
ria conference
4 min read
What to Expect at SYNERGY24: Limitless in Las Vegas
How SYNERGY24 can help your operations, services, and technology reach new heights. TradePMR’s annual conference, SYNERGY, offers advisors the opportunity to network with other growth-minded RIAs and industry thought-leaders, find solutions meant to ...
Topics:
RIA technology
SYNERGY
RIA Custodians
Las Vegas
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
