5 min read
What’s in a Name? Why Language Matters at TradePMR
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
Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing
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
Evaluating Service Without Being Served – Transition Support to Business as Usual
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
7 min read
Take Control of Your RIA Custodian Transition With a Custom RFP
Here’s how a Custodian RFP can help you manage custodian changes for you and your clients. Note: This blog post was updated on August 22, 2024. Every RIA will likely consider a change in custodians at some point. While change can be stressful, it ...
Topics:
Financial advisors
RIAs
Transition
Custodial Service Providers
RIA Custodians
5 min read
Continuity and Succession Planning – Ensuring Long-Term Client Success
Secure a future for your RIA and your clients. Owning and operating a registered investment advisor (RIA) firm is a dream come true for many advisors. With the independence model, advisors can run their businesses the way they want, from client ...
Topics:
RIA practice
Practice Management
Registered Investment Advisor
RIA Custodians
6 min read
TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution
Delivering the tools that RIAs need to serve their clients and grow their businesses. With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever ...
Topics:
FinTech
Technology
Registered Investment Advisor
RIA Custodians
Integrations
5 min read
Read the Fine Print: Three Key Components to Your RIA Custodian Agreement
Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business. Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other ...
Topics:
RIAs
Data
Pricing
RIA Custodians
Cybersecurity
RFP
RIA Fees
4 min read
Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing
Two downloadable guides to help advisors find their next provider. While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
6 min read
TradePMR’s Approach: Flexible Technology Meets Flexible Service
How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics:
Financial advisors
RIAs
Technology
Service
Custodial Service Providers
RIA Custodians
