<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

5 min read

How RIAs Can Use Customization to Help Clients Through Turbulent Markets

By TradePMR on Aug 7, 2024 10:31:37 AM

Client demand for customized solutions might mean more work for advisors, but it also provides an opportunity for RIAs to impress, according to Lamar Pierce, a professor of organization and strategy at the Olin Business School. The Synergize podcast ...
Topics: Financial advisors RIAs Registered Investment Advisor behavioral science customization
5 min read

How RIAs Are Finding Value in AI Technology

By TradePMR on Jul 23, 2024 2:47:06 PM

While many RIAs are approaching AI with caution, others are already finding ways to drive operational efficiencies, according to CogniCor founder and CEO Sindhu Joseph. The Synergize podcast explores the evolving role of the financial advisor in an ...
Topics: RIA technology Financial Advisor Technology Artificial Intelligence Synergize
4 min read

TradePMR Announces Enhancements to Integration with Advyzon

By TradePMR on Jul 17, 2024 11:53:58 AM

Latest improvements to increase efficiency for advisors and help energize organic growth. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several ...
Topics: Press Release RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations Advyzon
6 min read

Leveraging AI To Grow: How RIAs Can Deploy New Technology

By TradePMR on Jul 17, 2024 9:18:12 AM

Confusion over how and when to use AI still exists. Here’s how our panel of AI experts is deploying this emerging technology. While researchers and industry observers may disagree on the extent to which artificial intelligence will impact the wealth ...
Topics: RIA technology Financial Advisor Technology Cybersecurity Artificial Intelligence
4 min read

Joe Duran on Navigating the RIA Industry’s Third Phase

By TradePMR on Jul 12, 2024 12:14:31 PM

The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to ...
Topics: RIAs Registered Investment Advisor RIA Growth Synergize
4 min read

SYNERGY24: Lessons in Entrepreneurship, Sourced from Decades of Success

By TradePMR on Jul 1, 2024 1:26:04 PM

MarketCounsel President and CEO Brian Hamburger and TradePMR Chief Legal Officer Charles "Chaz" Reiling discussed some of the most pressing topics for today’s wealth professionals during the SYNERGY24 conference in Las Vegas. When advisors make the ...
Topics: RIAs RIA Custodians SYNERGY24
6 min read

Tell A Better Story, Win a Better Client: How Marketing Can Help Grow Your Business

By TradePMR on Jun 27, 2024 8:12:29 AM

Advisors are reluctant to lean into marketing, even though they’re often natural storytellers. At SYNERGY24, a panel discussed how RIAs can improve their marketing plans in their effort to build sustainable organic growth. Advisors know that their ...
Topics: RIAs RIA Marketing SYNERGY24
3 min read

Smartria and TradePMR join forces to support RIA firm growth

By TradePMR on Jun 20, 2024 4:24:24 PM

New integration delivers custodial data from TradePMR’s platform into Smartria’s compliance technology. In conjunction with TradePMR’s Synergy 2024 conference in Las Vegas, Smartria and TradePMR announced that the companies have integrated their ...
5 min read

SYNERGY24: Robb Baldwin and Joe Duran Share Four Keys for Powering RIAs’ Organic Growth

By TradePMR on Jun 12, 2024 1:33:07 PM

A bull market and M&A activity are masking deficiencies in RIAs’ approach to landing new business. Fortunately, there are tried and true techniques that could help advisors get back on track. Registered investment advisors who are treading water ...
Topics: RIA technology Robb Baldwin RIA Marketing RIA Growth RIA Customer Service SYNERGY24
All posts

Featured

Posts by Tag

See all

CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

JOIN OUR TEAM

EVENTS
SYNERGY25


RECENT NEWS
Press Releases
Media Contact


TECHNOLOGY
Integrations

Contact Us
FAQs
Forms
Privacy Policy
Business Continuity Plan
Clearing & Execution Services
Options Disclosure
Fee Disclosure
Form CRS
606 Order Routing Disclosures

 


BrokerCheck_logo-white



    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 2020-2025, 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.
    Market volatility, volume, and system availability may impact account access and trade execution.
    By accessing this website, you agree to TradePMR’s Terms of Disclosure , and Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.