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Knowledge Bank

Financial industry news and events for RIAs.

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
5 min read

Read the Fine Print: Three Key Components to Your RIA Custodian Agreement

By TradePMR on Feb 10, 2023 10:36:43 AM

Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business. Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other ...
Topics: RIAs Data Pricing RIA Custodians Cybersecurity RFP RIA Fees
3 min read

TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs

By TradePMR on Feb 7, 2023 5:04:08 PM

Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated ...
Topics: FinTech RIAs Registered Investment Advisor Integrations
4 min read

Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing

By TradePMR on Feb 7, 2023 11:38:38 AM

Two downloadable guides to help advisors find their next provider. While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

TradePMR’s Approach: Flexible Technology Meets Flexible Service

By TradePMR on Feb 3, 2023 8:53:42 AM

How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians
3 min read

10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist

By TradePMR on Jan 23, 2023 1:51:39 PM

Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics: RIAs Technology Service Pricing 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 2020-2025, Trade-PMR, Inc.
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    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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