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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

7 Questions for Your Team as You Build a RIA Custodian RFP

By TradePMR on Nov 1, 2022 12:58:53 PM

Check all the important boxes before signing on with your next provider. Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next ...
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
4 min read

Why TradePMR Doesn't Have a Tiered Approach to Service

By TradePMR on Oct 29, 2022 1:30:00 PM

One thing we've learned from nearly 25 years of serving RIAs is that size does not determine the complexity of a firm's needs. Each RIA is unique and faces its own set of challenges and opportunities.
Topics: RIAs Service Fees Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Does Zero Fee Trading from Your RIA Custodian Benefit Your Clients?

By TradePMR on Oct 27, 2022 12:24:28 PM

Don’t settle for flashy marketing – secure the best custodial pricing for your clients. Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. ...
Topics: RIAs Trading Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

Three Steps Financial Advisors Can Take Today to Prepare Their Firm for an RIA Custodian Transition

By TradePMR on Oct 21, 2022 8:41:48 AM

Avoid some common mistakes ahead of your big move. You have made the decision to switch custodians or possibly add a new one to the roster. Now what?
Topics: RIAs Transition RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm

By TradePMR on Oct 14, 2022 7:40:17 AM

TradePMR’s approach to RIA custodial services. Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.
Topics: FinTech WealthTech RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
8 min read

The Seven Do’s and Don’ts to Navigate a Pending RIA Custodian Merger

By TradePMR on Oct 11, 2022 2:25:00 PM

Rule #1: Don’t let M&A derail your business. With thousands of advisors approaching a major RIA custodian merger, it’s important to reflect on how these mergers have gone in the past.
Topics: RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Every Tech Provider’s Strongest Asset: The Product Roadmap

By TradePMR on Oct 3, 2022 11:00:00 AM

Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing ...
Topics: FinTech WealthTech RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

8 Pricing Questions to Ask Your Prospective RIA Custodians

By TradePMR on Oct 1, 2022 11:45:00 AM

Updated April 11, 2024 Before you sign on the dotted line, know what you’re paying for and don’t be afraid to negotiate. When evaluating prospective RIA custodians, advisors are often bombarded with information. Expansive technology breakdowns, ...
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
3 min read

TradePMR’s Communication Approach – Accessible, Attentive, and Accountable

By TradePMR on Sep 29, 2022 12:30:00 PM

Poor communication from a RIA custodian could hurt your firm. When you call into a massive call center, does it feel like you’re never going to get an answer to your question? That you’ll waste hours on end trying to track down the right person for ...
Topics: RIAs Service Registered Investment Advisor 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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