4 min read
Make Your Transition on Your Own Terms, Not Your Custodian’s
Don’t get stuck on an unreasonable transition timeline - control your RIA’s future During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.
Topics:
RIAs
Transition
Service
Registered Investment Advisor
RIA Custodians
4 min read
Finding the Right RIA Custodian to Fit Your Firm.
Tips to align your technology and custodial services search with your long-term goals and success. Carpenters have a saying, “measure twice, cut once”. A similar sentiment can be shared about searching for a new RIA technology and custodial services ...
Topics:
RIA technology
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
Why Zero Fee May Not Equate to “Free” for RIAs - Behind the Scenes of RIA Custodian Pricing
How RIAs can benefit from a custom pricing structure designed to fit how they serve investors. In recent years, multiple RIA custodians announced that they were moving to “zero-fee trading.” But what does that really mean? Does it mean free? Or no ...
Topics:
RIAs
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
5 min read
Three Service Attributes to Evaluate Before Signing on with a New Provider
How RIAs can help ensure their next RIA custodian offers the support they need to succeed. Let’s face it, migrating clients to a new custodial service provider sounds like a big task – and it is. It will require extra time and it can potentially be ...
Topics:
RIAs
Transition
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
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
