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Knowledge Bank

Financial industry news and events for RIAs.

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
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

From Wirehouse to Big-Name Custodian to TradePMR – Five Key Takeaways from Bischoff Wealth Management

By TradePMR on Apr 6, 2022 4:51:14 PM

Get the case study on Brian Bischoff’s journey to TradePMR When breaking away from a wirehouse to launch a new RIA, advisors are faced with a significant decision. Do they choose to work with a big-name custodian that they’ve known about for years? ...
Topics: RIAs Transition Service Wealth Management Registered Investment Advisor
3 min read

How TradePMR Works to Streamline Your Custodial Transition

By TradePMR on Oct 12, 2021 3:00:00 PM

Listen to Our On-Demand Webinar to Learn How TradePMR Helps RIAs Make the Move RIAs face difficult decisions every day. They are constantly looking for ways to improve their business while maintaining stellar service for their clients. Even when ...
Topics: RIA technology Transition Service
1 min read

TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook

By TradePMR on Aug 16, 2021 4:13:51 PM

TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb ...
Topics: RIAs Technology Transition
4 min read

TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition

By TradePMR on May 19, 2021 7:00:00 AM

A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.
Topics: Financial advisors Press Release 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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    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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