5 min read
A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics:
FinTech
Fusion
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
3 min read
How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
Does your RIA custodian share your goals? If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Custodian Merging? Was your firm bought out? Compliance Concerns? There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short ...
Topics:
RIAs
Transition
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.
Topics:
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Check all the important boxes before signing on with your next provider. Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next ...
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
4 min read
One thing we've learned from nearly 25 years of serving RIAs is that size does not determine the complexity of a firm's needs. Each RIA is unique and faces its own set of challenges and opportunities.
Topics:
RIAs
Service
Fees
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
Don’t settle for flashy marketing – secure the best custodial pricing for your clients. Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. ...
Topics:
RIAs
Trading
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians