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Financial industry news and events for RIAs.

4 min read

Finding the Right Technology to Retain Talent

By TradePMR on Mar 8, 2023 5:06:33 PM

How RIAs can build a tech stack designed to support their team and their culture. For RIAs, finding the right technology can be critical. Technology doesn’t just save advisors time; it can transform their practice and provide the infrastructure they ...
Topics: RIA practice Financial advisors RIA technology Practice Management
6 min read

Switching RIA Custodians? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality

By TradePMR on Dec 12, 2022 12:27:36 PM

Get the Custodial Assessment Guide to Help Streamline Your Search. Evaluating prospective RIA custodians can be tricky. Whether an RIA is approaching a custodian merger, or is otherwise considering a change in providers, there are a ton of points to ...
Topics: RIA technology RIAs Transition Service
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
5 min read

Don’t Constrict Your RIA: Flexible Tech to Facilitate Firm Growth

By TradePMR on Oct 18, 2022 9:39:51 AM

How TradePMR enables RIAs to work how they want. Every RIA is unique with different structures, challenges, and opportunities. As these firms grow, those structures, challenges, and opportunities become increasingly complex.
Topics: RIA technology Technology Fusion Demo Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List

By TradePMR on Sep 2, 2022 1:45:09 PM

Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold) Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs ...
Topics: RIA technology Register for On-Demand Fusion Demo RIAs Transition Practice Management Registered Investment Advisor
5 min read

Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings

By TradePMR on Aug 26, 2022 1:57:05 PM

How RIAs can broaden their services without derailing their businesses. Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly ...
Topics: RIA technology RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Paralyzed by Choices? Start with a Strong Tech Core and Build from There.

By TradePMR on Aug 19, 2022 12:45:50 PM

Tips to select the RIA technologies to support your unique business. RIAs face a unique challenge when it comes to technology: too many choices.
Topics: RIA technology RIAs Custodial Service Providers RIA Custodians Integrations
4 min read

Finding the Right RIA Custodian to Fit Your Firm.

By TradePMR on Aug 15, 2022 1:25:15 PM

Tips to align your technology and custodial services search with your long-term goals and success. Carpenters have a saying, “measure twice, cut once”. A similar sentiment can be shared about searching for a new RIA technology and custodial services ...
Topics: RIA technology RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

TradePMR’s Boutique Tactic to Strategic Growth: Say No More Than Yes

By TradePMR on Jul 21, 2022 8:58:45 AM

Learn about the RIA technology and custodial service provider’s formula for service. The math is simple: custodians have a finite number of support team members. As the custodian adds more advisors, there are fewer support team members per advisor ...
Topics: Financial advisors RIA technology Service Registered Investment Advisor Custodial Service Providers
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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
    ² T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024, 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

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