4 min read
RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap
TradePMR's Customer Advisor Panel Drives the Fusion Platform Development TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).
Topics:
RIAs
Service
Registered Investment Advisor
Financial Advisor Technology
4 min read
4 Tips to Get Your Team Ready for a Custodial Transition
How to Give the Pre-Game Pep Talk Before Moving RIA Custodians Picture this: a brisk Superbowl Sunday. Your team’s huddled in the locker room getting ready for the biggest game of the year. Before kickoff, the captains lead a rousing pre-game pep ...
Topics:
RIA practice
RIAs
Transition
5 min read
Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings
How RIAs can broaden their services without derailing their businesses. Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly ...
Topics:
RIA technology
RIAs
Technology
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
3 min read
TradePMR's Boutique Approach to Scaling Service, Prioritizing RIAs
Since its inception, TradePMR prioritizes service over size. Being one of the biggest firms in any industry can have perks. With size comes scale, and a company can make significant acquisitions – in essence, buy their way to become the biggest ...
Topics:
RIAs
Transition
Service
Custodial Service Providers
RIA Custodians
3 min read
Making a Custodial Transition? How to Have Effective Client Conversations
Get the Four-Point Checklist to help guide your discussions. So, it’s time for “the talk” with your clients.
Topics:
RIA practice
RIAs
Transition
5 min read
Paralyzed by Choices? Start with a Strong Tech Core and Build from There.
Tips to select the RIA technologies to support your unique business. RIAs face a unique challenge when it comes to technology: too many choices.
Topics:
RIA technology
RIAs
Custodial Service Providers
RIA Custodians
Integrations
4 min read
Make Your Transition on Your Own Terms, Not Your Custodian’s
Don’t get stuck on an unreasonable transition timeline - control your RIA’s future During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.
Topics:
RIAs
Transition
Service
Registered Investment Advisor
RIA Custodians
4 min read
Finding the Right RIA Custodian to Fit Your Firm.
Tips to align your technology and custodial services search with your long-term goals and success. Carpenters have a saying, “measure twice, cut once”. A similar sentiment can be shared about searching for a new RIA technology and custodial services ...
Topics:
RIA technology
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
3 min read
TradePMR Named as One of Florida’s Best Companies to Work For
The RIA technology and custodial services provider ranked 13th among midsized companies in the Sunshine State. Gainesville and Tampa, Fla. – August 10, 2022 – TradePMR, a technology and custodial services provider for Registered Investment Advisors ...
Topics:
TradePMR
Press Release
Robb Baldwin
Recruiting
