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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

Don't Skimp on Referrals: How to Have Honest Conversations with RIA Custodians’ Biggest Fans

By TradePMR on Jul 19, 2022 3:35:21 PM

Sift through the bias and get the inside scoop on your next RIA custodian platform before you sign on. It's been said that wealth management is indeed a relationship industry. Advisors work tirelessly to build and nurture strong relationships with ...
Topics: RIA technology Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Looking for More from Your RIA Custodian? Don’t Let a Volatile Market Slow You Down.

By TradePMR on Jul 7, 2022 12:54:33 PM

Why a down-market shouldn’t stop RIAs from finding the right provider. There is an old saying in business, never waste a recession. RIAs and their clients are all asking the same question – are we staring down the barrel of a recession?
Topics: Financial advisors RIA technology Transition Service Registered Investment Advisor RIA Custodians
3 min read

How TradePMR’s RIA Technology Platform Fusion Evolves to Meet the Needs of Financial Advisors

By TradePMR on Jun 28, 2022 3:20:10 PM

Key traits to RIA Custodian Platform Evolution: Robust Planning Meets Flexibility Every year, Apple releases a new iPhone. User experiences are continually updated for Netflix and Hulu. Amazon Prime refreshes delivery recommendations and expands how ...
Topics: Fusion RIAs Registered Investment Advisor Financial Advisor Technology
4 min read

Looking for Top-Rated Tech, but Fear the Transition? Let’s Answer Your Questions on a Live Demo.

By TradePMR on Jun 8, 2022 3:26:18 PM

Transition Technology and Custodial Services Providers with Confidence after a Live Demo with TradePMR’s Team We’ve all heard the RIA custodial transition horror stories: confusing technology, non-existent support, time-intensive manual processes. ...
Topics: FinTech Technology Fusion Demo Transition Service Registered Investment Advisor
3 min read

TradePMR’s Top-Rated Tech: Built with RIAs Front-and-Center

By TradePMR on May 31, 2022 9:28:29 AM

How advisor feedback influences the development of TradePMR’s Fusion platform – the top-rated Custodial Platform three of the last four years. TradePMR’s Fusion technology was recently named the top-rated Custodial Platform and Online Portfolio ...
Topics: Financial advisors RIA technology FinTech Registered Investment Advisor Custodial Service Providers
4 min read

How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs

By TradePMR on Apr 22, 2022 2:30:48 PM

Get the Custodial Assessment Guide When booking a flight, we all probably start by looking at the big airlines like Delta, JetBlue, American Airlines. If we’re getting a new phone provider, we probably start with Verizon, AT&T, T-Mobile.
Topics: Financial advisors RIAs Transition Advisor Technology Registered Investment Advisor
3 min read

Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.

By TradePMR on Apr 14, 2022 2:27:37 PM

We believe that genuine white-glove service is a one-to-one service, not lip service. Your call is important to us. Please stay on the line while we connect you with a representative... 45-minutes later, you’re right where you started. Sound ...
Topics: FinTech RIAs Service Wealth Management Registered Investment Advisor Custodial Service Providers
3 min read

RIA Custodian AUM Fees Breakdown: Does your Custodian Offer Flexible Pricing to Fit Your Unique Business?

By TradePMR on Apr 13, 2022 11:33:07 AM

Why TradePMR pricing begins with a conversation, not a rate sheet. If you’re shopping for a new cable provider, you expect to get a pricing rate sheet. Pay X, get these channels, pay Y, get these channels, and so on and so forth. No customization; ...
Topics: RIAs Service Registered Investment Advisor Pricing
4 min read

From Wirehouse to Big-Name Custodian to TradePMR – Five Key Takeaways from Bischoff Wealth Management

By TradePMR on Apr 6, 2022 4:51:14 PM

Get the case study on Brian Bischoff’s journey to TradePMR When breaking away from a wirehouse to launch a new RIA, advisors are faced with a significant decision. Do they choose to work with a big-name custodian that they’ve known about for years? ...
Topics: RIAs Transition Service Wealth Management Registered Investment Advisor
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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.
    TradePMR, Inc. is a subsidiary of Robinhood Markets, Inc.
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