5 min read
Building Custodial Solutions: Q&A With TradePMR Senior UX Product Designer Laura Villanueva
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
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
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
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
3 min read
To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone
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
3 min read
How Personalized Communication Could Be Key to Unlocking Growth Across Generations
Advisors with a one-generation-fits-all approach may find themselves growing more slowly, or not at all, compared to those with a more nuanced technique. How deep do generational divides go? While goals and risk tolerance will impact your clients’ ...
Topics:
Financial advisors
RIAs
Client Relationships
RIA Growth
personalization
Next-Gen
4 min read
How to Use Time Strategically to Build a Better Business
Advanced back-office workflows, AI capabilities, and thoughtful outsourcing are helping advisors achieve consistency across clients. Sophisticated advisor technology is revolutionizing the way that advisors relate to their clients. If deployed ...
3 min read
TradePMR Introduces Fusion SYNC to Streamline RIA Transitions
An AI-enabled tool designed to shorten transition timelines, helping minimize errors for financial advisors breaking away or changing custodians. GAINESVILLE, Fla.--(BUSINESS WIRE)--TradePMR, a technology and custodial services provider for ...
Topics:
RIA technology
Transition
RIA Custodians
Artificial Intelligence
4 min read
Bridging the Gap Between RIA Marketing and Technology
As more advisors realize how vital brand identity is for their growth strategy, marketing technology can make advisors more effective at reaching clients they really want. Prospecting and converting leads into paying clients is one of the most ...
Topics:
RIA technology
Registered Investment Advisor
RIA Marketing
