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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023

By TradePMR on Jan 17, 2023 10:57:00 AM

2023 is here, and so are New Year’s resolutions.
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
6 min read

2023 Resolution: Get the Best Value from Your RIA Custodian

By TradePMR on Jan 12, 2023 3:29:45 PM

Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read

TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line

By TradePMR on Jan 10, 2023 9:50:50 AM

A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
3 min read

An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?

By TradePMR on Dec 28, 2022 10:07:26 AM

How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

2023 Could Be a Big Year for RIAs – Are You Prepared?

By TradePMR on Dec 21, 2022 9:03:17 AM

Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

A Guide for Evaluating Your RIA Custodian — Before You Sign the Contract

By TradePMR on Dec 12, 2022 12:27:36 PM

Planning a move? Forced to switch custodians? Ensure your expectations meet reality. You’ve been busy recently! Perhaps you’ve been adding new clients, even as you’ve had to guide investors through a period of rapid interest rate changes and an ...
Topics: RIA technology RIAs Transition Service
5 min read

Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition

By TradePMR on Dec 2, 2022 10:01:06 AM

Service considerations ahead of your RIA custodian merger. Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
4 min read

Do You Own Your Client Data? You May Be Surprised by the Answer.

By TradePMR on Nov 29, 2022 12:14:51 PM

Not All RIA Custodians Approach Data the Same Way. Do you own your client data? This can be a loaded question for many RIAs.
Topics: Financial advisors RIAs Technology Tools for Today Data Custodial Service Providers RIA Custodians
4 min read

A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian

By TradePMR on Nov 25, 2022 10:23:22 AM

How to evaluate if a provider can fully support your business Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
Topics: Fusion RIAs Technology Fusion Demo Service 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.

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