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Knowledge Bank

Financial industry news and events for RIAs.

6 min read

2023 Resolution: Get the Best Value from Your RIA Custodian

By TradePMR on Jan 12, 2023 3:29:45 PM

Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
3 min read

An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?

By TradePMR on Dec 28, 2022 10:07:26 AM

How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

2023 Could Be a Big Year for RIAs – Are You Prepared?

By TradePMR on Dec 21, 2022 9:03:17 AM

Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

A Guide for Evaluating Your RIA Custodian — Before You Sign the Contract

By TradePMR on Dec 12, 2022 12:27:36 PM

Planning a move? Forced to switch custodians? Ensure your expectations meet reality. You’ve been busy recently! Perhaps you’ve been adding new clients, even as you’ve had to guide investors through a period of rapid interest rate changes and an ...
Topics: RIA technology RIAs Transition Service
5 min read

Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition

By TradePMR on Dec 2, 2022 10:01:06 AM

Service considerations ahead of your RIA custodian merger. Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
4 min read

A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian

By TradePMR on Nov 25, 2022 10:23:22 AM

How to evaluate if a provider can fully support your business Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
Topics: Fusion RIAs Technology Fusion Demo Service Custodial Service Providers RIA Custodians
5 min read

RIA Custodian Culture – Finding a Provider that’s Invested in Your Success

By TradePMR on Nov 18, 2022 8:55:31 AM

Does your RIA custodian share your goals? If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Not All RIA Custodian Transitions are Created Equal

By TradePMR on Nov 17, 2022 1:53:57 PM

Custodian Merging? Was your firm bought out? Compliance Concerns? There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short ...
Topics: RIAs Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
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
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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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