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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

How Personalized Communication Could Be Key to Unlocking Growth Across Generations

By TradePMR on Nov 15, 2024 9:11:59 AM

Advisors with a one-generation-fits-all approach may find themselves growing more slowly, or not at all, compared to those with a more nuanced technique. How deep do generational divides go? While goals and risk tolerance will impact your clients’ ...
Topics: Financial advisors RIAs Client Relationships RIA Growth personalization Next-Gen
5 min read

Three Mid-Conference Season Takeaways, and One Snag to Avoid

By TradePMR on Oct 16, 2024 4:21:47 PM

As we approach the halfway point of the fall conference season, we’re noticing some themes that are emerging. We love fall conference season. Whether exploring the latest advances in technology or meeting new advisors at a networking event, it’s ...
Topics: Financial advisors RIAs RIA Growth ria conference
4 min read

TradePMR Enhances New Account Opening Capabilities to Support Advisor Growth

By TradePMR on Oct 7, 2024 11:12:36 AM

As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes GAINESVILLE, FL – OCTOBER 7, 2024 – TradePMR, a technology and custodial services provider for ...
Topics: Financial advisors RIAs Technology Registered Investment Advisor RIA Growth
4 min read

Mark Tibergien: The Value of Serving the Client’s Entire Household

By TradePMR on Oct 3, 2024 4:35:39 PM

Why Tibergien believes ignoring the future generation of clients can lead to “a dead and dying business.” At TradePMR, we’ve witnessed more industry changes than we can count. Some are well-planned and clearly demarcated, like an advisor going ...
Topics: Financial advisors RIAs Technology Registered Investment Advisor RIA Growth Scale Enterprises Succession Planning Next-Gen
4 min read

Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth

By TradePMR on Sep 20, 2024 4:34:19 PM

The inaugural season concludes with topics such as organic growth, AI, and building enterprise value. Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging ...
Topics: Financial advisors RIA technology RIAs Technology Marketing Registered Investment Advisor Client Relationships RIA Growth Artificial Intelligence Synergize Podcast AI
5 min read

Meet Jon Patullo, TradePMR’s New Chief Product Officer

By TradePMR on Sep 19, 2024 1:31:28 PM

Patullo shares his vision for technology and platform enhancements at TradePMR. And how tech could help advisors deliver a personalized experience. Earlier this year, we announced that industry innovator Jon Patullo joined our executive team as ...
Topics: Financial advisors RIAs Technology Service Registered Investment Advisor Custodian Client Relationships RIA Custodians RIA Growth Artificial Intelligence RIA Customer Service
5 min read

How RIAs Can Use Customization to Help Clients Through Turbulent Markets

By TradePMR on Aug 7, 2024 10:31:37 AM

Client demand for customized solutions might mean more work for advisors, but it also provides an opportunity for RIAs to impress, according to Lamar Pierce, a professor of organization and strategy at the Olin Business School. The Synergize podcast ...
Topics: Financial advisors RIAs Registered Investment Advisor behavioral science customization
4 min read

TradePMR Announces Enhancements to Integration with Advyzon

By TradePMR on Jul 17, 2024 11:53:58 AM

Latest improvements to increase efficiency for advisors and help energize organic growth. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several ...
Topics: Press Release RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations Advyzon
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
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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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