4 min read
Joe Duran on Navigating the RIA Industry’s Third Phase
The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to ...
Topics:
RIAs
Registered Investment Advisor
RIA Growth
SYNERGIZE
5 min read
Reigniting the Entrepreneurial Spirit: Transforming RIAs into Industry Rainmakers
At SYNERGY24, TradePMR CEO Robb Baldwin delivered a keynote address explaining that advisors aren’t born to be rainmakers, they must earn it. Editor’s note: This is an edited excerpt of the keynote address TradePMR CEO Robb Baldwin delivered at the ...
Topics:
Financial advisors
Robb Baldwin
RIAs
Registered Investment Advisor
RIA Custodians
RIA custodian
RIA Platform
SYNERGY24
3 min read
TradePMR Adds Industry Veteran Jon Patullo to Leadership Team
Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – May 14, 2024 - TradePMR, a ...
Topics:
Press Release
RIA technology
Robb Baldwin
Advisor Technology
Registered Investment Advisor
Custodial Service Providers
6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics:
RIA practice
RIA technology
RIAs
Registered Investment Advisor
Financial Advisor Technology
Client Relationships
RIA Marketing
4 min read
Why TradePMR Believes In Building Relationships Over Making Transactions
There’s a big difference between relational and transactional interactions. Here’s why we believe in relationships. Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services ...
Topics:
RIA practice
Service
Wealth Management
Registered Investment Advisor
RIA Custodians
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 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
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
5 min read
Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing
Putting your clients in the best position to succeed. In 2019, the SEC released the Regulation Best Interest rule1.
Topics:
RIAs
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
4 min read
Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients
Four Crucial Pillars for Your Cyber Program
Topics:
FinTech
Data
Registered Investment Advisor
Cybersecurity
