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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

TradePMR's Boutique Approach to Scaling Service, Prioritizing RIAs

By TradePMR on Aug 24, 2022 3:28:39 PM

Since its inception, TradePMR prioritizes service over size. Being one of the biggest firms in any industry can have perks. With size comes scale, and a company can make significant acquisitions – in essence, buy their way to become the biggest ...
Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
3 min read

Making a Custodial Transition? How to Have Effective Client Conversations

By TradePMR on Aug 22, 2022 2:30:00 PM

Get the Four-Point Checklist to help guide your discussions. So, it’s time for “the talk” with your clients.
Topics: RIA practice RIAs Transition
5 min read

Paralyzed by Choices? Start with a Strong Tech Core and Build from There.

By TradePMR on Aug 19, 2022 12:45:50 PM

Tips to select the RIA technologies to support your unique business. RIAs face a unique challenge when it comes to technology: too many choices.
Topics: RIA technology RIAs Custodial Service Providers RIA Custodians Integrations
4 min read

Make Your Transition on Your Own Terms, Not Your Custodian’s

By TradePMR on Aug 17, 2022 3:43:26 PM

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.

By TradePMR on Aug 15, 2022 1:25:15 PM

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

By TradePMR on Aug 10, 2022 12:39:35 PM

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

By TradePMR on Aug 8, 2022 2:23:29 PM

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

By TradePMR on Aug 5, 2022 10:02:35 AM

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.

By TradePMR on Aug 3, 2022 3:48:27 PM

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
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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.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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