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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

TradePMR’s White-Glove Service – Not Just Lip Service

By TradePMR on Mar 30, 2022 2:31:27 PM

How TradePMR’s approach to service and support is designed to fit the unique needs of RIAs “White-glove service” is a phrase that gets thrown around a lot. It seems like every vendor boasts white-glove service, but what does that really mean?
Topics: Financial advisors RIAs Service Wealth Management
2 min read

SYNERGY22: Your Gateway to the Future of Fusion

By TradePMR on Mar 29, 2022 10:47:59 AM

Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics: Financial advisors RIA technology FinTech Technology SYNERGY
2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics: Financial advisors RIA technology FinTech Joel Bruckenstein RIA Data
3 min read

TradePMR’s Time-Oriented Service – Specifically Designed for RIAs

By TradePMR on Mar 21, 2022 3:46:25 PM

How we Built Our Service Offering to Support Growth-Minded Financial Advisors TradePMR started with one big goal in mind: to offer RIAs a custodial service provider that understands their needs and provides support and technology designed to ...
Topics: Financial advisors RIAs Service Wealth Management
2 min read

Why I Started TradePMR

By Robb Baldwin on Nov 9, 2021 4:29:46 PM

What Advisors Can Learn from My RIA Firm’s Custodial Merger I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business ...
Topics: Financial advisors Best Financial Advisor Technology RIA technology Fusion RIAs
3 min read

Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs

By TradePMR on Aug 24, 2021 11:32:34 AM

Updated April 10, 2024 Pricing starts with a conversation, not a rate sheet If you’re thinking of moving to a different home, you would probably like to see the new place in person before making one of life’s significant financial commitments. You ...
Topics: RIA practice Financial advisors RIAs Fees Pricing
3 min read

How TradePMR Balances Automation and Service for RIAs

By TradePMR on Aug 17, 2021 3:06:10 PM

An Old-School Approach to Service to Complement Advanced Technology Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major ...
Topics: Financial advisors RIA technology RIAs Service
4 min read

TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition

By TradePMR on May 19, 2021 7:00:00 AM

A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.
Topics: Financial advisors Press Release RIAs Transition
3 min read

Are You Ready to Answer These 3 Common Questions From Prospects?

By Advisor Services, TradePMR on Dec 4, 2018 7:00:00 AM

Are You Ready to Answer These 3 Common Questions from Prospects?
Topics: RIA practice Financial advisors Investors fiduciary
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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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