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 What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.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
3 min read
TradePMR’s White-Glove Service – Not Just Lip Service
How TradePMR’s approach to service and support is designed to fit the unique needs of RIAs “White-glove service” is a phrase that gets thrown around a lot. It seems like every vendor boasts white-glove service, but what does that really mean?
Topics:
Financial advisors
RIAs
Service
Wealth Management
2 min read
Do You Own Your RIA Custodian Data? Let’s Find Out
Download our Data Questions Worksheet Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Topics:
FinTech
Joel Bruckenstein
RIAs
Advisor Technology
Data
RIA Custodians
3 min read
TradePMR’s Time-Oriented Service – Specifically Designed for RIAs
How we Built Our Service Offering to Support Growth-Minded Financial Advisors TradePMR started with one big goal in mind: to offer RIAs a custodial service provider that understands their needs and provides support and technology designed to ...
Topics:
Financial advisors
RIAs
Service
Wealth Management
3 min read
SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For
Join us May 25th – 27th at The Ritz-Carlton Orlando, Grande Lakes. It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more ...
Topics:
TradePMR
RIA technology
RIAs
SYNERGY
2 min read
Why I Started TradePMR
What Advisors Can Learn from My RIA Firm’s Custodial Merger I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business ...
Topics:
Financial advisors
Best Financial Advisor Technology
RIA technology
Fusion
RIAs
3 min read
Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs
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
