3 min read
RIA-Centric 100% of the Time – Why TradePMR Has No Retail Channel
Is your RIA custodian completely focused on your needs? Question: does your current RIA custodian compete against your firm for new clients? Here’s a hint – if they are serving individual investors or have a retail channel the answer is probably yes.
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
How to Make the Most of Your RIA Custodian RFP
Answer all your burning questions before you sign on with your next provider. Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing ...
Topics:
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data
Does your RIA have the tools and information you need to succeed? RIA custodians are more than technology and service providers – they are stewards of data.
Topics:
Financial advisors
RIA Data
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
3 Strategies to Take Control of Your RIA Custodian Transition
Make a move with confidence and secure the future of your business. Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve ...
Topics:
RIAs
Transition
Breakaway
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
How to Find the Right RIA Service and Support During a Volatile Market
Don’t get caught with sub-par service when you need it most. With the Fed announcing further rate hikes to fight inflation, the economic community is bracing for what could be an extended period of market volatility.1 For financial advisors, ...
Topics:
Fusion
RIAs
Technology
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
6 min read
Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List
Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold) Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs ...
Topics:
RIA technology
Register for On-Demand Fusion Demo
RIAs
Transition
Practice Management
Registered Investment Advisor
4 min read
RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap
TradePMR's Customer Advisor Panel Drives the Fusion Platform Development TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).
Topics:
RIAs
Service
Registered Investment Advisor
Financial Advisor Technology
5 min read
Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings
How RIAs can broaden their services without derailing their businesses. Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly ...
Topics:
RIA technology
RIAs
Technology
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Make Your Transition on Your Own Terms, Not Your Custodian’s
Don’t get stuck on an unreasonable transition timeline - control your RIA’s future During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.
Topics:
RIAs
Transition
Service
Registered Investment Advisor
RIA Custodians
