2 min read
Do You Own Your RIA Custodian Data? Let’s Find Out
Download our Data Questions Worksheet Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Topics:
FinTech
Joel Bruckenstein
RIAs
Advisor Technology
Data
RIA Custodians
2 min read
Industry Veterans Weigh In – The Practical Applications of Data for Your RIA
Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics:
Financial advisors
RIA technology
FinTech
Joel Bruckenstein
RIA Data
3 min read
TradePMR’s Time-Oriented Service – Specifically Designed for RIAs
How we Built Our Service Offering to Support Growth-Minded Financial Advisors TradePMR started with one big goal in mind: to offer RIAs a custodial service provider that understands their needs and provides support and technology designed to ...
Topics:
Financial advisors
RIAs
Service
Wealth Management
3 min read
SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For
Join us May 25th – 27th at The Ritz-Carlton Orlando, Grande Lakes. It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more ...
Topics:
TradePMR
RIA technology
RIAs
SYNERGY
2 min read
Why I Started TradePMR
What Advisors Can Learn from My RIA Firm’s Custodial Merger I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business ...
Topics:
Financial advisors
Best Financial Advisor Technology
RIA technology
Fusion
RIAs
3 min read
How TradePMR Works to Streamline Your Custodial Transition
Listen to Our On-Demand Webinar to Learn How TradePMR Helps RIAs Make the Move RIAs face difficult decisions every day. They are constantly looking for ways to improve their business while maintaining stellar service for their clients. Even when ...
Topics:
RIA technology
Transition
Service
3 min read
Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs
Updated April 10, 2024 Pricing starts with a conversation, not a rate sheet If you’re thinking of moving to a different home, you would probably like to see the new place in person before making one of life’s significant financial commitments. You ...
Topics:
RIA practice
Financial advisors
RIAs
Fees
Pricing
3 min read
How TradePMR Balances Automation and Service for RIAs
An Old-School Approach to Service to Complement Advanced Technology Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major ...
Topics:
Financial advisors
RIA technology
RIAs
Service
1 min read
TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook
TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb ...
Topics:
RIAs
Technology
Transition
