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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

How One Firm Transitioned RIA Custodial Service Providers to TradePMR in Under Six Weeks

By TradePMR on Nov 22, 2022 12:24:46 PM

Get the case study and learn how Fairhaven Wealth Management moved over $700M in assets on their tight timeline. In 2020 Chicago-based Fairhaven Wealth Management decided it was time to change RIA custodians.
Topics: RIA practice RIA technology Fusion Transition
4 min read

4 Tips to Get Your Team Ready for a Custodial Transition

By TradePMR on Aug 29, 2022 11:45:35 AM

How to Give the Pre-Game Pep Talk Before Moving RIA Custodians Picture this: a brisk Superbowl Sunday. Your team’s huddled in the locker room getting ready for the biggest game of the year. Before kickoff, the captains lead a rousing pre-game pep ...
Topics: RIA practice RIAs Transition
3 min read

Making a Custodial Transition? How to Have Effective Client Conversations

By TradePMR on Aug 22, 2022 2:30:00 PM

Get the Four-Point Checklist to help guide your discussions. So, it’s time for “the talk” with your clients.
Topics: RIA practice RIAs Transition
3 min read

Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs

By TradePMR on Aug 24, 2021 11:32:34 AM

Updated April 10, 2024 Pricing starts with a conversation, not a rate sheet If you’re thinking of moving to a different home, you would probably like to see the new place in person before making one of life’s significant financial commitments. You ...
Topics: RIA practice Financial advisors RIAs Fees Pricing
3 min read

Are You Ready to Answer These 3 Common Questions From Prospects?

By Advisor Services, TradePMR on Dec 4, 2018 7:00:00 AM

Are You Ready to Answer These 3 Common Questions from Prospects?
Topics: RIA practice Financial advisors Investors fiduciary
2 min read

Women in the RIA Space: How to Attract More Female Clients

By Advisor Services, TradePMR on Nov 27, 2018 8:00:00 AM

Women in the RIA Space: How to Attract More Female Clients to Your Practice
Topics: RIA practice Financial advisors women and wealth women marketing to women
2 min read

Are You Helping Your RIA Clients Make the Connection?

By Advisor Services, TradePMR on Nov 20, 2018 8:00:00 AM

It is customary this time of year to pause in our pursuit of the “next big thing” in order to better appreciate what we have already. Before you set your business goals and resolutions for the new year, consider stopping for a moment and giving ...
Topics: RIA practice Financial advisors investing Philanthropy #20for20 TradePMR
3 min read

Women in the RIA Space: How to Attract and Recruit More

By Advisor Services, TradePMR on Nov 13, 2018 7:00:00 AM

Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them (Part 1 of a 2 Part Series on Women in the RIA Space)
Topics: RIA practice Financial advisors investing women female advisers
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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.

    Copyright 2020-2024, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    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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