5 min read
TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line
A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics:
FinTech
Fusion
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
3 min read
An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?
How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
2023 Could Be a Big Year for RIAs – Are You Prepared?
Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
A Guide for Evaluating Your RIA Custodian — Before You Sign the Contract
Planning a move? Forced to switch custodians? Ensure your expectations meet reality. You’ve been busy recently! Perhaps you’ve been adding new clients, even as you’ve had to guide investors through a period of rapid interest rate changes and an ...
Topics:
RIA technology
RIAs
Transition
Service
5 min read
Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition
Service considerations ahead of your RIA custodian merger. Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Topics:
RIAs
Transition
Service
Custodial Service Providers
RIA Custodians
4 min read
Do You Own Your Client Data? You May Be Surprised by the Answer.
Not All RIA Custodians Approach Data the Same Way. Do you own your client data? This can be a loaded question for many RIAs.
Topics:
Financial advisors
RIAs
Technology Tools for Today
Data
Custodial Service Providers
RIA Custodians
4 min read
A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian
How to evaluate if a provider can fully support your business Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
Topics:
Fusion
RIAs
Technology
Fusion Demo
Service
Custodial Service Providers
RIA Custodians
4 min read
How One Firm Transitioned RIA Custodial Service Providers to TradePMR in Under Six Weeks
Get the case study and learn how Fairhaven Wealth Management moved over $700M in assets on their tight timeline. In 2020 Chicago-based Fairhaven Wealth Management decided it was time to change RIA custodians.
Topics:
RIA practice
RIA technology
Fusion
Transition
5 min read
RIA Custodian Culture – Finding a Provider that’s Invested in Your Success
Does your RIA custodian share your goals? If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
