5 min read
What’s in a Name? Why Language Matters at TradePMR
We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics:
Financial advisors
TradePMR
RIAs
Registered Investment Advisor
Custodial Service Providers
Client Relationships
RIA Custodians
4 min read
TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference
Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management. At TradePMR, we’ve never been shy about setting high expectations and the right tone. In ...
Topics:
Financial advisors
TradePMR
RIAs
Conferences
M&A
6 min read
Starting an RIA? Time to Let the World Know
4 Steps to Begin Building Your Brand.
Topics:
RIA practice
Financial advisors
RIAs
Marketing
5 min read
Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing
Putting your clients in the best position to succeed. In 2019, the SEC released the Regulation Best Interest rule1.
Topics:
RIAs
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
4 min read
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days. Gainesville and Tampa, Fla. – May 18, 2023 – TradePMR, a technology and custodial services provider for ...
Topics:
Press Release
FinTech
RIAs
SYNERGY
Wealth Management
3 min read
TradePMR Expands C-Suite with Chief Risk Officer, Charles Reiling
The attorney and former CEO brings 25 years of leadership in financial services to TradePMR. GAINESVILLE and TAMPA, Fla. – April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced ...
Topics:
Press Release
RIAs
Technology
Service
Registered Investment Advisor
RIA Growth
4 min read
TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper
The new report also decodes proposed cybersecurity regulations financial advisors must comply with to better protect firm, clients. GAINESVILLE and TAMPA, Fla. – April 4, 2023 – TradePMR has published a new white paper for Registered Investment ...
Topics:
RIA technology
RIAs
Technology
Registered Investment Advisor
Cybersecurity
3 min read
TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran, Bill Coppel
Coppel joins the TradePMR team as Vice President of Practice Management. GAINESVILLE and TAMPA, Fla. – March 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, announced today that it has added Bill ...
Topics:
RIA practice
Press Release
RIAs
Practice Management
RIA Growth
6 min read
5 Tips to Develop a Personalized RIA Custodian RFP
And 8 crucial components to consider in building out an RFP timeline. Regardless of if a firm has $100 million or $10 billion in AUM, every RIA will likely consider a change in custodians at some point. If your firm’s custodian has been acquired, ...
Topics:
Financial advisors
RIAs
Transition
Custodial Service Providers
RIA Custodians
