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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

Three Service Attributes to Evaluate Before Signing on with a New Provider

By TradePMR on Aug 8, 2022 2:23:29 PM

How RIAs can help ensure their next RIA custodian offers the support they need to succeed. Let’s face it, migrating clients to a new custodial service provider sounds like a big task – and it is. It will require extra time and it can potentially be ...
Topics: RIAs Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

The Role of RIA Custodians? Supporting Advisor Growth, Every Day.

By TradePMR on Aug 3, 2022 3:48:27 PM

Approach to integrations, unwavering focus on RIAs, personalized pricing to facilitate success, and strong investments to promote firm growth. For any financial advisor that follows the industry news, it seems as if there is a new M&A deal being ...
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

No Time to Waste – How RIAs can Leverage Social Media Ahead of the Great Wealth Transfer

By TradePMR on Aug 1, 2022 11:48:06 AM

Connect with the next-gen, establish relationships with centers of influence, and build your brand. The great wealth transfer is underway. Cerulli Associates anticipates that $72.6 trillion in assets will be transferred to heirs before 2045.1 The ...
Topics: RIAs Registered Investment Advisor Custodial Service Providers RIA Custodians RIA Marketing Social Media
6 min read

Data Could be the Key for RIAs Navigating a Down Market

By TradePMR on Jul 28, 2022 8:23:24 AM

How advisors can mitigate risk and strengthen client relationships throughout periods of volatility. Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a ...
Topics: Financial advisors RIAs Wealth Management Data RIA Data Custodial Service Providers RIA Custodians Market Volatility
4 min read

Don't Skimp on Referrals: How to Have Honest Conversations with RIA Custodians’ Biggest Fans

By TradePMR on Jul 19, 2022 3:35:21 PM

Sift through the bias and get the inside scoop on your next RIA custodian platform before you sign on. It's been said that wealth management is indeed a relationship industry. Advisors work tirelessly to build and nurture strong relationships with ...
Topics: RIA technology Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Democratization of Custodian Data: Bringing Enterprise-Level Insights to Every RIA

By TradePMR on Jul 16, 2022 9:17:00 AM

Amazon, Google, and Apple use it – what can data do for your RIA firm? Did you know that Amazon collects around one exabyte of purchase data from its customer base – an exabyte equates to around one billion gigabytes.1 In short, they have a ton of ...
Topics: Financial advisors RIAs Data Custodial Service Providers RIA Custodians
4 min read

Looking for More from Your RIA Custodian? Don’t Let a Volatile Market Slow You Down.

By TradePMR on Jul 7, 2022 12:54:33 PM

Why a down-market shouldn’t stop RIAs from finding the right provider. There is an old saying in business, never waste a recession. RIAs and their clients are all asking the same question – are we staring down the barrel of a recession?
Topics: Financial advisors RIA technology Transition Service Registered Investment Advisor RIA Custodians
2 min read

Do You Own Your RIA Custodian Data? Let’s Find Out

By TradePMR on Mar 27, 2022 12:00:00 PM

Download our Data Questions Worksheet Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Topics: FinTech Joel Bruckenstein RIAs Advisor Technology Data 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.

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