3 min read
TradePMR’s Account Transfer Tool: Four Steps to Streamline Your Transition
Transitioning to TradePMR’s Fusion Platform Has Never Been Easier RIAs (Registered Investment Advisors) now have access to a new tool designed to streamline their transition process. TradePMR has developed and launched a new account transfer tool ...
Topics:
Financial advisors
Fusion
RIAs
Transition
Service
5 min read
The Role of RIA Custodians? Supporting Advisor Growth, Every Day.
Approach to integrations, unwavering focus on RIAs, personalized pricing to facilitate success, and strong investments to promote firm growth. For any financial advisor that follows the industry news, it seems as if there is a new M&A deal being ...
Topics:
RIAs
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
6 min read
No Time to Waste – How RIAs can Leverage Social Media Ahead of the Great Wealth Transfer
Connect with the next-gen, establish relationships with centers of influence, and build your brand. The great wealth transfer is underway. Cerulli Associates anticipates that $72.6 trillion in assets will be transferred to heirs before 2045.1 The ...
Topics:
RIAs
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
RIA Marketing
Social Media
5 min read
Finding the Right Advisor Tech to Support the Full RIA Team
How firms can benefit from RIA Custodians that look to beyond the advisor. Advisors who decide to start an RIA fit a specific mold. They’re driven entrepreneurs looking to have control over their business. They’re looking to grow their practice how ...
Topics:
RIAs
Transition
Service
Registered Investment Advisor
Financial Advisor Technology
6 min read
Data Could be the Key for RIAs Navigating a Down Market
How advisors can mitigate risk and strengthen client relationships throughout periods of volatility. Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a ...
Topics:
Financial advisors
RIAs
Wealth Management
Data
RIA Data
Custodial Service Providers
RIA Custodians
Market Volatility
7 min read
Waiting to Switch RIA Custodians Could Hurt an Advisor’s Bottom Line
Momentary Pain of Change vs. Long-Term Pain of Regret For some advisors, the RIA custodian transition process can seem insurmountable.
Topics:
Financial advisors
RIAs
Transition
Service
Registered Investment Advisor
5 min read
Democratization of Custodian Data: Bringing Enterprise-Level Insights to Every RIA
Amazon, Google, and Apple use it – what can data do for your RIA firm? Did you know that Amazon collects around one exabyte of purchase data from its customer base – an exabyte equates to around one billion gigabytes.1 In short, they have a ton of ...
Topics:
Financial advisors
RIAs
Data
Custodial Service Providers
RIA Custodians
5 min read
Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22
Investments in Service, Expansions to Technology, and a Continued Focus on RIAs 1,097 days. That’s how long TradePMR had to wait between annual SYNERGY conferences as the world navigated a pandemic.
Topics:
RIAs
Service
Custodial Service Providers
Financial Advisor Technology
Top Tech
3 min read
Mid-Year: Time for Performance Reports for Your Clients and Your RIA Firm
Everyone can benefit from an occasional check-in. Mechanics suggest cars should get an oil change every six months. The dentist recommends teeth cleaning twice a year. In fact, water filters require replacement every two months.
Topics:
Financial advisors
RIAs
Wealth Management
Custodial Service Providers
