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Knowledge Bank

Financial industry news and events for RIAs.

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

Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients

By TradePMR on Apr 11, 2023 8:36:53 AM

Four Crucial Pillars for Your Cyber Program
Topics: FinTech Data Registered Investment Advisor Cybersecurity
4 min read

TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper

By TradePMR on Apr 4, 2023 8:23:14 AM

The new report also decodes proposed cybersecurity regulations financial advisors must comply with to better protect firm, clients. GAINESVILLE and TAMPA, Fla. – April 4, 2023 – TradePMR has published a new white paper for Registered Investment ...
Topics: RIA technology RIAs Technology Registered Investment Advisor Cybersecurity
5 min read

Read the Fine Print: Three Key Components to Your RIA Custodian Agreement

By TradePMR on Feb 10, 2023 10:36:43 AM

Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business. Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other ...
Topics: RIAs Data Pricing RIA Custodians Cybersecurity RFP RIA Fees
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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
    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

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