6 min read
5 Tips to Develop a Personalized RIA Custodian RFP
And 8 crucial components to consider in building out an RFP timeline. Regardless of if a firm has $100 million or $10 billion in AUM, every RIA will likely consider a change in custodians at some point. If your firm’s custodian has been acquired, ...
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
3 min read
10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist
Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics:
RIAs
Technology
Service
Pricing
Custodial Service Providers
RIA Custodians
4 min read
TradePMR's Integration Network - Streamlining Your RIA Firm Operations
RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics:
Financial advisors
FinTech
Fusion
Register for On-Demand Fusion Demo
Technology
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
Integrations
3 min read
New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023
2023 is here, and so are New Year’s resolutions.
Topics:
RIAs
Technology
Service
Pricing
Custodial Service Providers
RIA Custodians
