3 min read
The attorney and former CEO brings 25 years of leadership in financial services to TradePMR. GAINESVILLE and TAMPA, Fla. – April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced ...
Topics:
Press Release
RIAs
Technology
Service
Registered Investment Advisor
RIA Growth
4 min read
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
6 min read
How registered investment advisers can help ensure their next RIA custodian offers the support they need to meet their goals. Advisors considering a change in RIA custodians face a difficult challenge, but not an insurmountable one.
Topics:
Transition
Service
Registered Investment Advisor
RIA Custodians
Support
5 min read
Secure a future for your RIA and your clients. Owning and operating a registered investment advisor (RIA) firm is a dream come true for many advisors. With the independence model, advisors can run their businesses the way they want, from client ...
Topics:
RIA practice
Practice Management
Registered Investment Advisor
RIA Custodians
6 min read
Delivering the tools that RIAs need to serve their clients and grow their businesses. With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever ...
Topics:
FinTech
Technology
Registered Investment Advisor
RIA Custodians
Integrations
3 min read
Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated ...
Topics:
FinTech
RIAs
Registered Investment Advisor
Integrations
4 min read
Two downloadable guides to help advisors find their next provider. While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
4 min read
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
6 min read
Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians