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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

Meet Jon Patullo, TradePMR’s New Chief Product Officer

By TradePMR on Sep 19, 2024 1:31:28 PM

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
5 min read

RIA Custodian Transitions: Two Steps to Combat Client Attrition

By TradePMR on Jul 8, 2022 11:14:34 AM

How financial advisors (and their clients) can make the move with confidence. Time to talk about the elephant in the room: client attrition during an RIA custodian transition. Even if a new custodial service platform could be the right fit for an ...
Topics: Transition Service Custodial Service Providers Custodian Client Relationships
5 min read

Repaper, Review, Repeat – Streamlining RIA Custodian Transitions

By TradePMR on Jun 30, 2022 3:47:31 PM

Moving Custodians Doesn’t Have to Derail an RIA’s Business Thousands of data points, ample opportunities for human error, client relationships on the line. For RIAs, the stakes couldn’t be higher when transitioning custodians.
Topics: Transition Service Custodial Service Providers Custodian Client Relationships
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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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