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Knowledge Bank

Financial industry news and events for RIAs.

6 min read

What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian

By Rob Dilbone, Managing Director at TradePMR on Mar 13, 2024 3:30:00 PM

By Rob Dilbone Managing Director at TradePMR 10 Points to Evaluate in Your Next Provider.
Topics: Financial advisors RIAs Transition Registered Investment Advisor RIA Custodians
5 min read

What’s in a Name? Why Language Matters at TradePMR

By TradePMR on Feb 14, 2024 12:17:13 PM

We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics: Financial advisors TradePMR RIAs Registered Investment Advisor Custodial Service Providers Client Relationships RIA Custodians
4 min read

TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference

By TradePMR on Jan 30, 2024 2:29:13 PM

Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management. At TradePMR, we’ve never been shy about setting high expectations and the right tone. In ...
Topics: Financial advisors TradePMR RIAs Conferences M&A
6 min read

Starting an RIA? Time to Let the World Know

By TradePMR on Aug 17, 2023 8:50:28 AM

4 Steps to Begin Building Your Brand.
Topics: RIA practice Financial advisors RIAs Marketing
3 min read

Priceless: Why We Don’t Charge for TradePMR's Signature Event: SYNERGY23

By TradePMR on May 11, 2023 9:43:15 AM

Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities. SYNERGY is more than a conference – it’s an opportunity. An opportunity to network with other growth-minded RIAs, to uncover solutions that can ...
Topics: Financial advisors Fusion SYNERGY Wealth Management Advisor Technology
4 min read

Finding the Right Technology to Retain Talent

By TradePMR on Mar 8, 2023 5:06:33 PM

How RIAs can build a tech stack designed to support their team and their culture. For RIAs, finding the right technology can be critical. Technology doesn’t just save advisors time; it can transform their practice and provide the infrastructure they ...
Topics: RIA practice Financial advisors RIA technology Practice Management
7 min read

Take Control of Your RIA Custodian Transition With a Custom RFP

By TradePMR on Feb 28, 2023 3:18:30 PM

Here’s how a Custodian RFP can help you manage custodian changes for you and your clients. Note: This blog post was updated on August 22, 2024. Every RIA will likely consider a change in custodians at some point. While change can be stressful, it ...
Topics: Financial advisors RIAs Transition Custodial Service Providers RIA Custodians
6 min read

TradePMR’s Approach: Flexible Technology Meets Flexible Service

By TradePMR on Feb 3, 2023 8:53:42 AM

How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians
4 min read

TradePMR's Integration Network - Streamlining Your RIA Firm Operations

By TradePMR on Jan 20, 2023 11:35:17 AM

RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
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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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