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Knowledge Bank

Financial industry news and events for RIAs.

2 min read

Growth-Minded Advisors to Gather at TradePMR’s Synergy Conference

By TradePMR on Apr 30, 2018 9:37:17 AM

We’re so excited! TradePMR will gather with a select group of registered investment advisors (RIAs) from across the country to celebrate our 20th anniversary at TradePMR’s annual Synergy conference May 16-18 in San Diego. This year's conference ...
3 min read

Gathering Growth-Minded Financial Advisors at our Synergy Conference

By TradePMR on Apr 27, 2018 10:33:00 AM

TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego
4 min read

Branding 101 for Financial Advisors

By Admin on Apr 26, 2018 4:27:08 AM

How to Create and Periodically Refresh Your Brand Essentials as you Build Trust and Win Business as an RIA Today
4 min read

Common RIA Myths and Mistakes to Avoid

By Admin on Jan 26, 2018 7:08:33 PM

Talk to any fully independent advisor about the benefits of their business model and one word always seems to surface: “freedom.”
4 min read

Taking the Leap: Top Tips for Transitioning RIAs

By Admin on Jan 25, 2018 4:57:52 PM

Are you thinking about starting your own firm? Before you leap, here are some tips and food for thought:
1 min read

TradePMR Adds Trailing Stop Orders to its Advisor Workstation

By TradePMR on Nov 2, 2016 8:52:54 AM

Gainesville, FL – 2016 – Trailing Stop orders can be an invaluable tool for Financial Advisors providing added flexibility in helping secure profits through automatically adjusting an open stop order as markets move in their favor.
1 min read

Trade-PMR, Inc. Announces Open House

By Admin on Oct 22, 2016 1:50:34 PM

TradePMR Open House
1 min read

TradePMR Announces SSO Support for JVB Financials Bond Platform

By Admin on Nov 19, 2012 12:51:59 PM

Gainesville, FL – November 19, 2012 – TradePMR today announced the release of single sign-on support for the JVB Financials Bond Platform.
2 min read

Trade-PMR, Inc. Achieves SSAE 16 (SOC 1) Type I Compliance

By TradePMR on Oct 19, 2012 1:52:23 PM

Gainesville, Florida – October 19, 2012 - TradePMR today announced that it has successfully completed a Statement on Standards for Attestation Engagement No. 16 (SSAE 16 or SOC 1) Type I audit for their introducing Broker Dealer services and their ...
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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.

    Copyright 2020-2024, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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