5 min read
Three Mid-Conference Season Takeaways, and One Snag to Avoid
As we approach the halfway point of the fall conference season, we’re noticing some themes that are emerging. We love fall conference season. Whether exploring the latest advances in technology or meeting new advisors at a networking event, it’s ...
Topics:
Financial advisors
RIAs
RIA Growth
ria conference
4 min read
TradePMR Enhances New Account Opening Capabilities to Support Advisor Growth
As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes GAINESVILLE, FL – OCTOBER 7, 2024 – TradePMR, a technology and custodial services provider for ...
Topics:
Financial advisors
RIAs
Technology
Registered Investment Advisor
RIA Growth
4 min read
Mark Tibergien: The Value of Serving the Client’s Entire Household
Why Tibergien believes ignoring the future generation of clients can lead to “a dead and dying business.” At TradePMR, we’ve witnessed more industry changes than we can count. Some are well-planned and clearly demarcated, like an advisor going ...
Topics:
Financial advisors
RIAs
Technology
Registered Investment Advisor
RIA Growth
Scale
Enterprises
Succession Planning
Next-Gen
4 min read
Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth
The inaugural season concludes with topics such as organic growth, AI, and building enterprise value. Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging ...
Topics:
Financial advisors
RIA technology
RIAs
Technology
Marketing
Registered Investment Advisor
Client Relationships
RIA Growth
Artificial Intelligence
Synergize
Podcast
AI
5 min read
Meet Jon Patullo, TradePMR’s New Chief Product Officer
Patullo shares his vision for technology and platform enhancements at TradePMR. And how tech could help advisors deliver a personalized experience. Earlier this year, we announced that industry innovator Jon Patullo joined our executive team as ...
Topics:
Financial advisors
RIAs
Technology
Service
Registered Investment Advisor
Custodian
Client Relationships
RIA Custodians
RIA Growth
Artificial Intelligence
RIA Customer Service
4 min read
Mixing Emotions and Data Helps RIAs Grow Their Businesses
To exceed client demand for unparalleled service, advisors are leveraging emerging technologies to generate new insights and opportunities. The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. ...
3 min read
TradePMR Trading, RIA Billing, and Digital Account Opening Recognized by Industry Study
A new report on 10 leading custodial service providers from The Oasis Group found that “TradePMR is agile and moves quickly to enhance its platform.” TradePMR continues to receive recognition for the technology and service we offer to RIAs.
Topics:
RIA technology
Custodial Platform
Integrations
RIA custodian
RIA Billing
RIA Trading
3 min read
TradePMR Earns Highest Score Among Custodial Platforms on Ezra Group’s WealthTech Integration Score
Assessed across three weighted criteria, TradePMR’s custodial platform earned an “Excellent” rating with a score of 7.86 out of 10. TradePMR recently received the highest score among custodial platforms on the Ezra Group’s WealthTech Integration ...
Topics:
RIA technology
Financial Advisor Technology
Custodial Platform
Integrations
RIA custodian
5 min read
TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – August 20, 2024 - TradePMR, a technology and custodial services ...
Topics:
RIA technology
Fusion
Technology
Financial Advisor Technology
RIA Platform
