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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

Why Zero Fee May Not Equate to “Free” for RIAs - Behind the Scenes of RIA Custodian Pricing

By TradePMR on Aug 10, 2022 12:39:35 PM

How RIAs can benefit from a custom pricing structure designed to fit how they serve investors. In recent years, multiple RIA custodians announced that they were moving to “zero-fee trading.” But what does that really mean? Does it mean free? Or no ...
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read

The Role of RIA Custodians? Supporting Advisor Growth, Every Day.

By TradePMR on Aug 3, 2022 3:48:27 PM

Approach to integrations, unwavering focus on RIAs, personalized pricing to facilitate success, and strong investments to promote firm growth. For any financial advisor that follows the industry news, it seems as if there is a new M&A deal being ...
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
3 min read

RIA Custodian AUM Fees Breakdown: Does your Custodian Offer Flexible Pricing to Fit Your Unique Business?

By TradePMR on Apr 13, 2022 11:33:07 AM

Why TradePMR pricing begins with a conversation, not a rate sheet. If you’re shopping for a new cable provider, you expect to get a pricing rate sheet. Pay X, get these channels, pay Y, get these channels, and so on and so forth. No customization; ...
Topics: RIAs Service Registered Investment Advisor Pricing
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
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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.

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