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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

TradePMR Introduces Fusion SYNC to Streamline RIA Transitions

By TradePMR on Oct 24, 2024 4:17:21 PM

An AI-enabled tool designed to shorten transition timelines, helping minimize errors for financial advisors breaking away or changing custodians. GAINESVILLE, Fla.--(BUSINESS WIRE)--TradePMR, a technology and custodial services provider for ...
Topics: RIA technology Transition RIA Custodians Artificial Intelligence
5 min read

Meet Jon Patullo, TradePMR’s New Chief Product Officer

By TradePMR on Sep 19, 2024 1:31:28 PM

Patullo shares his vision for technology and platform enhancements at TradePMR. And how tech could help advisors deliver a personalized experience. Earlier this year, we announced that industry innovator Jon Patullo joined our executive team as ...
Topics: Financial advisors RIAs Technology Service Registered Investment Advisor Custodian Client Relationships RIA Custodians RIA Growth Artificial Intelligence RIA Customer Service
4 min read

TradePMR Announces Enhancements to Integration with Advyzon

By TradePMR on Jul 17, 2024 11:53:58 AM

Latest improvements to increase efficiency for advisors and help energize organic growth. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several ...
Topics: Press Release RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations Advyzon
4 min read

SYNERGY24: Lessons in Entrepreneurship, Sourced from Decades of Success

By TradePMR on Jul 1, 2024 1:26:04 PM

MarketCounsel President and CEO Brian Hamburger and TradePMR Chief Legal Officer Charles "Chaz" Reiling discussed some of the most pressing topics for today’s wealth professionals during the SYNERGY24 conference in Las Vegas. When advisors make the ...
Topics: RIAs RIA Custodians SYNERGY24
4 min read

SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams

By TradePMR on Jun 7, 2024 1:00:40 PM

TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs. ...
Topics: RIA technology Advisor Technology Financial Advisor Technology Custodial Platform RIA Custodians RIA custodian RIA Platform Account Opening Advisor Documents SYNERGY24
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
4 min read

What to Expect at SYNERGY24: Limitless in Las Vegas

By TradePMR on Apr 25, 2024 1:22:50 PM

How SYNERGY24 can help your operations, services, and technology reach new heights. TradePMR’s annual conference, SYNERGY, offers advisors the opportunity to network with other growth-minded RIAs and industry thought-leaders, find solutions meant to ...
Topics: RIA technology SYNERGY RIA Custodians Las Vegas
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
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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 2020-2024, 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.
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