4 min read
How Advisors Can Strategically Leverage Their Data
It is not surprising that RIA firms capture and have access to an enormous amount of data about their prospects and clients. Many advisory firms capture a large amount of client data during their initial discovery process with the client, and that ...
Topics:
Financial advisors
FinTech
Joel Bruckenstein
RIAs
Data
John O'Connell
3 min read
TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs
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
4 min read
How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs
Get the Custodial Assessment Guide When booking a flight, we all probably start by looking at the big airlines like Delta, JetBlue, American Airlines. If we’re getting a new phone provider, we probably start with Verizon, AT&T, T-Mobile.
Topics:
Financial advisors
RIAs
Transition
Advisor Technology
Registered Investment Advisor
4 min read
TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data
Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?
Topics:
Press Release
Joel Bruckenstein
RIAs
Advisor Technology
Data
RIA Data
3 min read
Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.
We believe that genuine white-glove service is a one-to-one service, not lip service. Your call is important to us. Please stay on the line while we connect you with a representative... 45-minutes later, you’re right where you started. Sound ...
Topics:
FinTech
RIAs
Service
Wealth Management
Registered Investment Advisor
Custodial Service Providers
3 min read
RIA Custodian AUM Fees Breakdown: Does your Custodian Offer Flexible Pricing to Fit Your Unique Business?
Why TradePMR pricing begins with a conversation, not a rate sheet. If you’re shopping for a new cable provider, you expect to get a pricing rate sheet. Pay X, get these channels, pay Y, get these channels, and so on and so forth. No customization; ...
Topics:
RIAs
Service
Registered Investment Advisor
Pricing
4 min read
From Wirehouse to Big-Name Custodian to TradePMR – Five Key Takeaways from Bischoff Wealth Management
Get the case study on Brian Bischoff’s journey to TradePMR When breaking away from a wirehouse to launch a new RIA, advisors are faced with a significant decision. Do they choose to work with a big-name custodian that they’ve known about for years? ...
Topics:
RIAs
Transition
Service
Wealth Management
Registered Investment Advisor
4 min read
The Secret to the Evolution of Fusion? Advisor Feedback.
How TradePMR Shapes Technology to Address RIA Needs At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Topics:
Financial advisors
FinTech
Fusion
Register for On-Demand Fusion Demo
RIAs
SYNERGY
Wealth Management
Advisor Technology
3 min read
Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR
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
