4 min read
Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria
TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics:
RIAs
SYNERGY
Custodial Service Providers
Financial Advisor Technology
Custodial Platform
Artificial Intelligence
6 min read
Responsible Innovation: Developing Technology With Positive Purpose
In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion. The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest ...
Topics:
RIA technology
RIAs
RIA custodian
RIA Platform
6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics:
RIA practice
RIA technology
RIAs
Registered Investment Advisor
Financial Advisor Technology
Client Relationships
RIA Marketing
6 min read
What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian
By Rob Dilbone Managing Director at TradePMR 10 Points to Evaluate in Your Next Provider.
Topics:
Financial advisors
RIAs
Transition
Registered Investment Advisor
RIA Custodians
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
