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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

What’s in a Name? Why Language Matters at TradePMR

By TradePMR on Feb 14, 2024 12:17:13 PM

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

By TradePMR on Jan 30, 2024 2:29:13 PM

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

By TradePMR on Aug 17, 2023 8:50:28 AM

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

By TradePMR on Aug 3, 2023 9:25:46 AM

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

By TradePMR on May 18, 2023 8:30:00 AM

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

By TradePMR on Apr 6, 2023 9:00:12 AM

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

By TradePMR on Apr 4, 2023 8:23:14 AM

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

By TradePMR on Mar 13, 2023 3:25:24 PM

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
7 min read

Take Control of Your RIA Custodian Transition With a Custom RFP

By TradePMR on Feb 28, 2023 3:18:30 PM

Here’s how a Custodian RFP can help you manage custodian changes for you and your clients. Note: This blog post was updated on August 22, 2024. Every RIA will likely consider a change in custodians at some point. While change can be stressful, it ...
Topics: Financial advisors RIAs Transition Custodial Service Providers RIA Custodians
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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.

    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.
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