4 min read
SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams
TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs. ...
Topics:
RIA technology
Advisor Technology
Financial Advisor Technology
Custodial Platform
RIA Custodians
RIA custodian
RIA Platform
Account Opening
Advisor Documents
SYNERGY24
5 min read
Reigniting the Entrepreneurial Spirit: Transforming RIAs into Industry Rainmakers
At SYNERGY24, TradePMR CEO Robb Baldwin delivered a keynote address explaining that advisors aren’t born to be rainmakers, they must earn it. Editor’s note: This is an edited excerpt of the keynote address TradePMR CEO Robb Baldwin delivered at the ...
Topics:
Financial advisors
Robb Baldwin
RIAs
Registered Investment Advisor
RIA Custodians
RIA custodian
RIA Platform
SYNERGY24
9 min read
TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference
Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - TradePMR, a technology ...
Topics:
Robb Baldwin
RIAs
Financial Advisor Technology
Las Vegas
RIA Platform
SYNERGY24
3 min read
TradePMR Adds Industry Veteran Jon Patullo to Leadership Team
Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – May 14, 2024 - TradePMR, a ...
Topics:
Press Release
RIA technology
Robb Baldwin
Advisor Technology
Registered Investment Advisor
Custodial Service Providers
4 min read
Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria
TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics:
RIAs
SYNERGY
Custodial Service Providers
Financial Advisor Technology
Custodial Platform
Artificial Intelligence
6 min read
"It's Personal for Us": SYNERGY24 Q&A With TradePMR CLO Chaz Reiling
Every year, the TradePMR Synergy Conference is one of our biggest, most anticipated events. To share a little more about what attendees can expect at this year’s event, taking place May 21-24 in Las Vegas, we sat down with TradePMR’s Chief Legal ...
Topics:
SYNERGY
Custodial Service Providers
ria conference
4 min read
What to Expect at SYNERGY24: Limitless in Las Vegas
How SYNERGY24 can help your operations, services, and technology reach new heights. TradePMR’s annual conference, SYNERGY, offers advisors the opportunity to network with other growth-minded RIAs and industry thought-leaders, find solutions meant to ...
Topics:
RIA technology
SYNERGY
RIA Custodians
Las Vegas
6 min read
Responsible Innovation: Developing Technology With Positive Purpose
In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion. The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest ...
Topics:
RIA technology
RIAs
RIA custodian
RIA Platform
6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics:
RIA practice
RIA technology
RIAs
Registered Investment Advisor
Financial Advisor Technology
Client Relationships
RIA Marketing
