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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

How to Revamp Your Brand Strategy for the “Experience Age”

By TradePMR on Aug 20, 2024 10:01:58 AM

A narrow focus on growing your business is key to developing a successful brand strategy, according to Susan Quinn, CEO of strategic marketing and design firm circle S studio. The Synergize podcast explores the evolving role of the financial advisor ...
Topics: RIA Marketing RIA Growth
4 min read

Joe Duran on Navigating the RIA Industry’s Third Phase

By TradePMR on Jul 12, 2024 12:14:31 PM

The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to ...
Topics: RIAs Registered Investment Advisor RIA Growth Synergize
5 min read

SYNERGY24: Robb Baldwin and Joe Duran Share Four Keys for Powering RIAs’ Organic Growth

By TradePMR on Jun 12, 2024 1:33:07 PM

A bull market and M&A activity are masking deficiencies in RIAs’ approach to landing new business. Fortunately, there are tried and true techniques that could help advisors get back on track. Registered investment advisors who are treading water ...
Topics: RIA technology Robb Baldwin RIA Marketing RIA Growth RIA Customer Service SYNERGY24
4 min read

How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine

By TradePMR on Mar 8, 2024 3:13:07 PM

Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it. In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that ...
Topics: RIA practice Technology Wealth Management RIA Growth Advisor Evolution Sciences
5 min read

TradePMR Launches Advisor Evolution Sciences for Financial Advisors

By TradePMR on Jun 2, 2023 8:30:00 AM

The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. GAINESVILLE and TAMPA, Fla. – June 2, 2023 - TradePMR, a technology and custodial services provider ...
Topics: Press Release Service Custodial Service Providers RIA Growth
3 min read

TradePMR Expands C-Suite with Chief Risk Officer, Charles Reiling

By TradePMR on Apr 6, 2023 9:00:12 AM

The attorney and former CEO brings 25 years of leadership in financial services to TradePMR. GAINESVILLE and TAMPA, Fla. – April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced ...
Topics: Press Release RIAs Technology Service Registered Investment Advisor RIA Growth
3 min read

TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran, Bill Coppel

By TradePMR on Mar 13, 2023 3:25:24 PM

Coppel joins the TradePMR team as Vice President of Practice Management. GAINESVILLE and TAMPA, Fla. – March 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, announced today that it has added Bill ...
Topics: RIA practice Press Release RIAs Practice Management RIA Growth
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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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    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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