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Financial industry news and events for RIAs.

TradePMR


Recent posts by TradePMR
6 min read

TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution

By TradePMR on Feb 17, 2023 4:09:50 PM

Delivering the tools that RIAs need to serve their clients and grow their businesses. With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever ...
Topics: FinTech Technology Registered Investment Advisor RIA Custodians Integrations
5 min read

Read the Fine Print: Three Key Components to Your RIA Custodian Agreement

By TradePMR on Feb 10, 2023 10:36:43 AM

Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business. Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other ...
Topics: RIAs Data Pricing RIA Custodians Cybersecurity RFP RIA Fees
3 min read

TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs

By TradePMR on Feb 7, 2023 5:04:08 PM

Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated ...
Topics: FinTech RIAs Registered Investment Advisor Integrations
4 min read

Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing

By TradePMR on Feb 7, 2023 11:38:38 AM

Two downloadable guides to help advisors find their next provider. While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

TradePMR’s Approach: Flexible Technology Meets Flexible Service

By TradePMR on Feb 3, 2023 8:53:42 AM

How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians
3 min read

10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist

By TradePMR on Jan 23, 2023 1:51:39 PM

Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
4 min read

TradePMR's Integration Network - Streamlining Your RIA Firm Operations

By TradePMR on Jan 20, 2023 11:35:17 AM

RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
3 min read

New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023

By TradePMR on Jan 17, 2023 10:57:00 AM

2023 is here, and so are New Year’s resolutions.
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
6 min read

2023 Resolution: Get the Best Value from Your RIA Custodian

By TradePMR on Jan 12, 2023 3:29:45 PM

Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
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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 2020-2025, 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.
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