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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

Joe Duran on Navigating the RIA Industry’s Third Phase

By TradePMR on Jul 12, 2024 12:14:31 PM

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

By Robb Baldwin on May 31, 2024 3:40:26 PM

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

By TradePMR on May 14, 2024 10:20:59 AM

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

By TradePMR on Apr 3, 2024 10:47:34 AM

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

By TradePMR on Mar 18, 2024 3:54:30 PM

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 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
5 min read

Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing

By TradePMR on Aug 3, 2023 9:25:46 AM

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

By TradePMR on Apr 11, 2023 8:36:53 AM

Four Crucial Pillars for Your Cyber Program
Topics: FinTech Data Registered Investment Advisor Cybersecurity
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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 2020-2025, 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.
    Market volatility, volume, and system availability may impact account access and trade execution.
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