Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

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
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
3 min read

TradePMR’s Top-Rated Tech: Built with RIAs Front-and-Center

By TradePMR on May 31, 2022 9:28:29 AM

How advisor feedback influences the development of TradePMR’s Fusion platform – the top-rated Custodial Platform three of the last four years. TradePMR’s Fusion technology was recently named the top-rated Custodial Platform and Online Portfolio ...
Topics: Financial advisors RIA technology FinTech Registered Investment Advisor Custodial Service Providers
3 min read

Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More

By TradePMR on May 17, 2022 2:07:23 PM

Technologies like TradePMR’s Fusion platform may offer more capabilities than RIAs realize RIAs looking to build a tech stack face a big challenge: where to begin?
Topics: Financial advisors RIA technology FinTech RIAs Custodial Service Providers
5 min read

TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey

By TradePMR on May 11, 2022 12:26:59 PM

Financial advisors also ranked the Fusion platform the top Online Portfolio Management Tool. Gainesville, Fla. – May 11, 2022 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating ...
Topics: Press Release Technology Demo RIA technology Joel Bruckenstein Fusion RIAs Technology Technology Tools for Today Custodial Service Providers
3 min read

TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs

By TradePMR on Apr 29, 2022 10:06:58 AM

Why TradePMR exclusively works with RIAs A niche can be powerful for a business.
Topics: Financial advisors RIA technology FinTech RIAs Technology Custodial Service Providers
3 min read

Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR

By TradePMR on Apr 1, 2022 11:56:54 AM

Get the Case Study on Bischoff Wealth Management Brian Bischoff started his career like many other RIAs: at a wirehouse. Today, he is a principal and financial advisor at Bischoff Wealth Management in Greenwood, Indiana.
Topics: RIA technology RIAs Service Breakaway
2 min read

SYNERGY22: Your Gateway to the Future of Fusion

By TradePMR on Mar 29, 2022 10:47:59 AM

Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics: Financial advisors RIA technology FinTech Technology SYNERGY
2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics: Financial advisors RIA technology FinTech Joel Bruckenstein RIA Data
All posts

Featured

Posts by Tag

See all

CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

JOIN OUR TEAM

EVENTS
SYNERGY25


RECENT NEWS
Press Releases
Media Contact


TECHNOLOGY
Integrations

Contact Us
FAQs
Forms
Privacy Policy
Business Continuity Plan
Clearing & Execution Services
Options Disclosure
Fee Disclosure
Form CRS
606 Order Routing Disclosures

 


BrokerCheck_logo-white



    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

    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.
    Market volatility, volume, and system availability may impact account access and trade execution.
    By accessing this website, you agree to TradePMR’s Terms of Disclosure , and Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.