4 min read
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have. One of the first points about data that we need ...
Topics:
Financial advisors
Wealth Management
RIA Data
4 min read
From Wirehouse to Big-Name Custodian to TradePMR – Five Key Takeaways from Bischoff Wealth Management
Get the case study on Brian Bischoff’s journey to TradePMR When breaking away from a wirehouse to launch a new RIA, advisors are faced with a significant decision. Do they choose to work with a big-name custodian that they’ve known about for years? ...
Topics:
RIAs
Transition
Service
Wealth Management
Registered Investment Advisor
4 min read
The Secret to the Evolution of Fusion? Advisor Feedback.
How TradePMR Shapes Technology to Address RIA Needs At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Topics:
Financial advisors
FinTech
Fusion
Register for On-Demand Fusion Demo
RIAs
SYNERGY
Wealth Management
Advisor Technology
3 min read
Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR
Get the Case Study on Bischoff Wealth Management Brian Bischoff started his career like many other RIAs: at a wirehouse. Today, he is a principal and financial advisor at Bischoff Wealth Management in Greenwood, Indiana.
Topics:
RIA technology
RIAs
Service
Breakaway
3 min read
TradePMR’s White-Glove Service – Not Just Lip Service
How TradePMR’s approach to service and support is designed to fit the unique needs of RIAs “White-glove service” is a phrase that gets thrown around a lot. It seems like every vendor boasts white-glove service, but what does that really mean?
Topics:
Financial advisors
RIAs
Service
Wealth Management
2 min read
SYNERGY22: Your Gateway to the Future of Fusion
Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics:
Financial advisors
RIA technology
FinTech
Technology
SYNERGY
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
