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Financial industry news and events for RIAs.

8 min read

RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors

By TradePMR on Jul 5, 2022 10:22:41 AM

Key Takeaways from TradePMR’s Panel at the T3 Advisor Conference The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations.
Topics: Financial advisors FinTech Joel Bruckenstein Bob Veres RIAs Technology Service Wealth Management Top Tech Custodial Platform
3 min read

How TradePMR’s RIA Technology Platform Fusion Evolves to Meet the Needs of Financial Advisors

By TradePMR on Jun 28, 2022 3:20:10 PM

Key traits to RIA Custodian Platform Evolution: Robust Planning Meets Flexibility Every year, Apple releases a new iPhone. User experiences are continually updated for Netflix and Hulu. Amazon Prime refreshes delivery recommendations and expands how ...
Topics: Fusion RIAs Registered Investment Advisor Financial Advisor Technology
4 min read

TradePMR Annual Conference Returns: SYNERGY22 Unleashed

By TradePMR on May 24, 2022 9:24:58 AM

Registered Investment Advisors converge on SYNERGY22 in Orlando, Fla. in record numbers. Orlando, Fla., May 24, 2022 -- TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), will kick off its signature ...
Topics: TradePMR Press Release Robb Baldwin Joel Bruckenstein RIAs SYNERGY Advisor Technology Technology Tools for Today Custodial Service Providers
3 min read

Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More

By TradePMR on May 17, 2022 2:07:23 PM

Technologies like TradePMR’s Fusion platform may offer more capabilities than RIAs realize RIAs looking to build a tech stack face a big challenge: where to begin?
Topics: Financial advisors RIA technology FinTech RIAs Custodial Service Providers
5 min read

TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey

By TradePMR on May 11, 2022 12:26:59 PM

Financial advisors also ranked the Fusion platform the top Online Portfolio Management Tool. Gainesville, Fla. – May 11, 2022 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating ...
Topics: Press Release Technology Demo RIA technology Joel Bruckenstein Fusion RIAs Technology Technology Tools for Today Custodial Service Providers
4 min read

How Advisors Can Strategically Leverage Their Data

By John O'Connell on May 9, 2022 5:01:53 PM

It is not surprising that RIA firms capture and have access to an enormous amount of data about their prospects and clients. Many advisory firms capture a large amount of client data during their initial discovery process with the client, and that ...
Topics: Financial advisors FinTech Joel Bruckenstein RIAs Data John O'Connell
3 min read

TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs

By TradePMR on Apr 29, 2022 10:06:58 AM

Why TradePMR exclusively works with RIAs A niche can be powerful for a business.
Topics: Financial advisors RIA technology FinTech RIAs Technology Custodial Service Providers
4 min read

How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs

By TradePMR on Apr 22, 2022 2:30:48 PM

Get the Custodial Assessment Guide When booking a flight, we all probably start by looking at the big airlines like Delta, JetBlue, American Airlines. If we’re getting a new phone provider, we probably start with Verizon, AT&T, T-Mobile.
Topics: Financial advisors RIAs Transition Advisor Technology Registered Investment Advisor
4 min read

TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data

By TradePMR on Apr 21, 2022 12:47:06 PM

Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?
Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data
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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
    ² T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024, 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

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