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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

Market Shifts Demand Strategy and Perseverance

By TradePMR on Feb 4, 2025 3:33:40 PM

For advisors serious about outpacing market expansion, there are no shortcuts to success. If demographics are any indicator, the market for financial advice is about to be turned on its head.
Topics: RIAs Marketing Synergize Growth
3 min read

TradePMR Debuts “RIA Reflections,” a Story-Sharing Platform by RIAs, for RIAs

By TradePMR on Feb 3, 2025 1:48:10 PM

The new publication is the industry’s first forum for exclusively sharing personal perspectives from wealth management professionals TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today announced ...
Topics: Press Release RIAs
4 min read

Cut the Red Tape: How Independence Reignited One Advisor’s Passion

By TradePMR on Jan 23, 2025 5:08:16 PM

It turns out that some advisors like to be able to discuss the entirety of their client’s financial questions. Who knew? The world has changed. Many investors are looking for a different experience — and many advisors are, too. That’s why it can be ...
Topics: RIAs
3 min read

To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone

By TradePMR on Jan 15, 2025 12:06:08 PM

Running an independent advisory firm means wearing a lot of hats, and few people can successfully wear them all, says Carolyn Armitage, Founder and CEO of RIA Circle and Carolyn Armitage Consulting. Many financial advisors are finding that the ...
Topics: Financial advisors RIAs RIA Growth
4 min read

How RIAs Can Help Address Caregiving Needs to Forge Deeper Client Relationships

By TradePMR on Jan 13, 2025 11:05:06 AM

Many caregivers crave advice, which can spark important conversations with financial advisors, says a leading gerontologist. Financial advisors care about their clients, and most understand that managing a portfolio is just a fraction of ...
5 min read

Building Custodial Solutions: Q&A With TradePMR Senior UX Product Designer Laura Villanueva

By TradePMR on Dec 26, 2024 9:48:46 AM

Providing advisors with custodial technology designed to make a real difference in their practice. Custodial technology can be a vital slice of any advisor’s tech stack. Despite its obvious importance, it often seems like not every custodian gives ...
Topics: Financial advisors RIAs Technology Registered Investment Advisor personalization Enterprises
6 min read

Laying the Foundations for 2025: A Year of Growth and Opportunity

By TradePMR on Dec 26, 2024 6:00:00 AM

The year ahead will present advisors with plenty of changes, challenges, and, as always, a chance to prove why financial advisors offer a service unlike any other. A new year is a new opportunity — for updating growth goals, making changes to ...
Topics: Financial advisors RIAs Technology Marketing Registered Investment Advisor personalization Compliance AI Enterprises
4 min read

A New Generation of Investors Demand a New Generation of Advice

By Robb Baldwin on Dec 18, 2024 9:53:59 AM

Advisors want growth solutions. Giving them access to a new generation of investors could be key. Robb Baldwin, founder and CEO, TradePMR recently took the stage at MarketCounsel Summit 2024. During the session titled, The Future of RIA Custody: How ...
Topics: Financial advisors RIAs Technology Marketing RIA Growth personalization Enterprises
3 min read

How a New Marketing Playbook Could Help Advisors Win Business

By TradePMR on Dec 11, 2024 2:20:52 PM

Winning new business is part marketing, part sales. Rethinking your approach to both may help boost existing client acquisition channels and open new opportunities. Are you exploring the addition of new technology? Trying to hire an extra set of ...
Topics: Financial advisors RIAs Technology Marketing RIA Growth personalization Enterprises
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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.

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