4 min read
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
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
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
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
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
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
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
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
6 min read
How registered investment advisers can help ensure their next RIA custodian offers the support they need to meet their goals. Advisors considering a change in RIA custodians face a difficult challenge, but not an insurmountable one.
Topics:
Transition
Service
Registered Investment Advisor
RIA Custodians
Support