6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics:
RIA practice
RIA technology
RIAs
Registered Investment Advisor
Financial Advisor Technology
Client Relationships
RIA Marketing
4 min read
Trade Settlement Is Getting Faster. Here’s What You Need To Know.
As most financial advisors are likely aware, there is a difference between the date when you trade a security and the date the transaction settles.
Topics:
RIA practice
Trading
SEC
4 min read
Why TradePMR Believes In Building Relationships Over Making Transactions
There’s a big difference between relational and transactional interactions. Here’s why we believe in relationships. Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services ...
Topics:
RIA practice
Service
Wealth Management
Registered Investment Advisor
RIA Custodians
4 min read
How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine
Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it. In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that ...
Topics:
RIA practice
Technology
Wealth Management
RIA Growth
Advisor Evolution Sciences
4 min read
Human Connections Are Primed to Flourish, Even in Our AI World
AI is already impacting your business. Here’s why you shouldn’t be ignoring it. Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral ...
Topics:
RIA practice
Technology
webinar
Wealth Management
Artificial Intelligence
CE Credits
5 min read
What’s in a Name? Why Language Matters at TradePMR
We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics:
Financial advisors
TradePMR
RIAs
Registered Investment Advisor
Custodial Service Providers
Client Relationships
RIA Custodians
6 min read
TradePMR Named One of the Best Companies to Work for in Gainesville and Florida
The RIA technology and custodial services provider ranked 10th among midsized companies in Florida. GAINESVILLE and TAMPA, Fla. – February 07, 2024 – TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), ...
Topics:
TradePMR
Recruiting
Feedback
4 min read
TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference
Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management. At TradePMR, we’ve never been shy about setting high expectations and the right tone. In ...
Topics:
Financial advisors
TradePMR
RIAs
Conferences
M&A
4 min read
TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey
The Fusion platform’s online portfolio management tool also received top ranking for advisor satisfaction. GAINESVILLE and TAMPA, Fla. – January 24, 2024 - TradePMR, a technology and custodial services provider for Registered Investment Advisers ...
Topics:
Press Release
Technology Demo
RIA technology
FinTech
Joel Bruckenstein
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