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Financial industry news and events for RIAs.

5 min read

Don’t Constrict Your RIA: Flexible Tech to Facilitate Firm Growth

By TradePMR on Oct 18, 2022 9:39:51 AM

How TradePMR enables RIAs to work how they want. Every RIA is unique with different structures, challenges, and opportunities. As these firms grow, those structures, challenges, and opportunities become increasingly complex.
Topics: RIA technology Technology Fusion Demo Registered Investment Advisor Custodial Service Providers RIA Custodians
8 min read

The Seven Do’s and Don’ts to Navigate a Pending RIA Custodian Merger

By TradePMR on Oct 11, 2022 2:25:00 PM

Rule #1: Don’t let M&A derail your business. With thousands of advisors approaching a major RIA custodian merger, it’s important to reflect on how these mergers have gone in the past.
Topics: RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Every Tech Provider’s Strongest Asset: The Product Roadmap

By TradePMR on Oct 3, 2022 11:00:00 AM

Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing ...
Topics: FinTech WealthTech RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

How to Find the Right RIA Service and Support During a Volatile Market

By TradePMR on Sep 6, 2022 9:21:47 AM

Don’t get caught with sub-par service when you need it most. With the Fed announcing further rate hikes to fight inflation, the economic community is bracing for what could be an extended period of market volatility.1 For financial advisors, ...
Topics: Fusion RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings

By TradePMR on Aug 26, 2022 1:57:05 PM

How RIAs can broaden their services without derailing their businesses. Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly ...
Topics: RIA technology RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
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
4 min read

Looking for Top-Rated Tech, but Fear the Transition? Let’s Answer Your Questions on a Live Demo.

By TradePMR on Jun 8, 2022 3:26:18 PM

Transition Technology and Custodial Services Providers with Confidence after a Live Demo with TradePMR’s Team We’ve all heard the RIA custodial transition horror stories: confusing technology, non-existent support, time-intensive manual processes. ...
Topics: FinTech Technology Fusion Demo Transition Service Registered Investment Advisor
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
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
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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.
    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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