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Financial industry news and events for RIAs.

4 min read

Switching RIA Custodians? Consider Creating an RFP

By TradePMR on Nov 4, 2022 3:43:11 PM

RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.
Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Three Steps Financial Advisors Can Take Today to Prepare Their Firm for an RIA Custodian Transition

By TradePMR on Oct 21, 2022 8:41:48 AM

Avoid some common mistakes ahead of your big move. You have made the decision to switch custodians or possibly add a new one to the roster. Now what?
Topics: RIAs Transition RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm

By TradePMR on Oct 14, 2022 7:40:17 AM

TradePMR’s approach to RIA custodial services. Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.
Topics: FinTech WealthTech RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

How to Make the Most of Your RIA Custodian RFP

By TradePMR on Sep 14, 2022 12:46:29 PM

Answer all your burning questions before you sign on with your next provider. Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing ...
Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

3 Strategies to Take Control of Your RIA Custodian Transition

By TradePMR on Sep 8, 2022 2:00:01 PM

Make a move with confidence and secure the future of your business. Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve ...
Topics: RIAs Transition Breakaway Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List

By TradePMR on Sep 2, 2022 1:45:09 PM

Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold) Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs ...
Topics: RIA technology Register for On-Demand Fusion Demo RIAs Transition Practice Management Registered Investment Advisor
4 min read

4 Tips to Get Your Team Ready for a Custodial Transition

By TradePMR on Aug 29, 2022 11:45:35 AM

How to Give the Pre-Game Pep Talk Before Moving RIA Custodians Picture this: a brisk Superbowl Sunday. Your team’s huddled in the locker room getting ready for the biggest game of the year. Before kickoff, the captains lead a rousing pre-game pep ...
Topics: RIA practice RIAs Transition
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
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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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