8 min read
The Seven Do’s and Don’ts to Navigate a Pending RIA Custodian Merger
Rule #1: Don’t let M&A derail your business. With thousands of advisors approaching a major RIA custodian merger, it’s important to reflect on how these mergers have gone in the past.
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
6 min read
Every Tech Provider’s Strongest Asset: The Product Roadmap
Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing ...
Topics:
FinTech
WealthTech
RIAs
Technology
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
8 Pricing Questions to Ask Your Prospective RIA Custodians
Updated April 11, 2024 Before you sign on the dotted line, know what you’re paying for and don’t be afraid to negotiate. When evaluating prospective RIA custodians, advisors are often bombarded with information. Expansive technology breakdowns, ...
Topics:
RIAs
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
3 min read
TradePMR’s Communication Approach – Accessible, Attentive, and Accountable
Poor communication from a RIA custodian could hurt your firm. When you call into a massive call center, does it feel like you’re never going to get an answer to your question? That you’ll waste hours on end trying to track down the right person for ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Multi-Custodial? Let’s Fit How You Run Your Business
Find the right providers to support your unique RIA According to data from the SEC, about 30% of RIAs with between $100 million and $250 million in client assets use multiple custodians. That number jumps to 72% for firms with over $5 billion in ...
Topics:
Financial advisors
RIAs
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Service at TradePMR: Delivering Strong Support from Day 1
How TradePMR delivers white-glove service every step of the way. Service can make or break an advisor’s relationship with their RIA custodian.
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
3 min read
RIA-Centric 100% of the Time – Why TradePMR Has No Retail Channel
Is your RIA custodian completely focused on your needs? Question: does your current RIA custodian compete against your firm for new clients? Here’s a hint – if they are serving individual investors or have a retail channel the answer is probably yes.
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
How to Make the Most of Your RIA Custodian RFP
Answer all your burning questions before you sign on with your next provider. Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing ...
Topics:
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data
Does your RIA have the tools and information you need to succeed? RIA custodians are more than technology and service providers – they are stewards of data.
Topics:
Financial advisors
RIA Data
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
