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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

Multi-Custodial? Let’s Fit How You Run Your Business

By TradePMR on Sep 27, 2022 1:34:15 PM

Find the right providers to support your unique RIA According to data from the SEC, about 30% of RIAs with between $100 million and $250 million in client assets use multiple custodians. That number jumps to 72% for firms with over $5 billion in ...
Topics: Financial advisors RIAs Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Service at TradePMR: Delivering Strong Support from Day 1

By TradePMR on Sep 26, 2022 8:36:08 AM

How TradePMR delivers white-glove service every step of the way. Service can make or break an advisor’s relationship with their RIA custodian.
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

RIA-Centric 100% of the Time – Why TradePMR Has No Retail Channel

By TradePMR on Sep 16, 2022 9:38:16 AM

Is your RIA custodian completely focused on your needs? Question: does your current RIA custodian compete against your firm for new clients? Here’s a hint – if they are serving individual investors or have a retail channel the answer is probably yes.
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

How to Make the Most of Your RIA Custodian RFP

By TradePMR on Sep 14, 2022 12:46:29 PM

Answer all your burning questions before you sign on with your next provider. Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing ...
Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data

By TradePMR on Sep 12, 2022 4:37:02 PM

Does your RIA have the tools and information you need to succeed? RIA custodians are more than technology and service providers – they are stewards of data.
Topics: Financial advisors RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Experience Meets Training – Financial Advisor Support Beyond the Call Center

By TradePMR on Sep 10, 2022 12:00:00 PM

How TradePMR has built a team of RIA service specialists Waiting on hold can be incredibly frustrating – and quite frankly, it can feel like a waste of time. The only thing that makes the experience worse is when an advisor takes the time to wait it ...
Topics: RIAs Service Custodial Service Providers RIA Custodians
4 min read

3 Strategies to Take Control of Your RIA Custodian Transition

By TradePMR on Sep 8, 2022 2:00:01 PM

Make a move with confidence and secure the future of your business. Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve ...
Topics: RIAs Transition Breakaway Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

How to Find the Right RIA Service and Support During a Volatile Market

By TradePMR on Sep 6, 2022 9:21:47 AM

Don’t get caught with sub-par service when you need it most. With the Fed announcing further rate hikes to fight inflation, the economic community is bracing for what could be an extended period of market volatility.1 For financial advisors, ...
Topics: Fusion RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List

By TradePMR on Sep 2, 2022 1:45:09 PM

Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold) Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs ...
Topics: RIA technology Register for On-Demand Fusion Demo RIAs Transition Practice Management Registered Investment Advisor
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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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