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Financial industry news and events for RIAs.

4 min read

SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams

By TradePMR on Jun 7, 2024 1:00:40 PM

TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs. ...
Topics: RIA technology Advisor Technology Financial Advisor Technology Custodial Platform RIA Custodians RIA custodian RIA Platform Account Opening Advisor Documents SYNERGY24
9 min read

TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference

By TradePMR on May 16, 2024 10:30:36 AM

Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - TradePMR, a technology ...
Topics: Robb Baldwin RIAs Financial Advisor Technology Las Vegas RIA Platform SYNERGY24
4 min read

Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria

By TradePMR on May 10, 2024 3:41:48 PM

TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics: RIAs SYNERGY Custodial Service Providers Financial Advisor Technology Custodial Platform Artificial Intelligence
6 min read

Six Surprising Studies Revealing The Power Of Personalization

By TradePMR on Apr 3, 2024 10:47:34 AM

From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics: RIA practice RIA technology RIAs Registered Investment Advisor Financial Advisor Technology Client Relationships RIA Marketing
4 min read

RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap

By TradePMR on Aug 31, 2022 11:16:10 AM

TradePMR's Customer Advisor Panel Drives the Fusion Platform Development TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).
Topics: RIAs Service Registered Investment Advisor Financial Advisor Technology
5 min read

Finding the Right Advisor Tech to Support the Full RIA Team

By TradePMR on Jul 29, 2022 12:16:54 PM

How firms can benefit from RIA Custodians that look to beyond the advisor. Advisors who decide to start an RIA fit a specific mold. They’re driven entrepreneurs looking to have control over their business. They’re looking to grow their practice how ...
Topics: RIAs Transition Service Registered Investment Advisor Financial Advisor Technology
5 min read

Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22

By TradePMR on Jul 14, 2022 8:56:04 AM

Investments in Service, Expansions to Technology, and a Continued Focus on RIAs 1,097 days. That’s how long TradePMR had to wait between annual SYNERGY conferences as the world navigated a pandemic.
Topics: RIAs Service Custodial Service Providers Financial Advisor Technology Top Tech
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
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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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