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Knowledge Bank

Financial industry news and events for RIAs.

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

Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data

By TradePMR on Sep 12, 2022 4:37:02 PM

Does your RIA have the tools and information you need to succeed? RIA custodians are more than technology and service providers – they are stewards of data.
Topics: Financial advisors RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Data Could be the Key for RIAs Navigating a Down Market

By TradePMR on Jul 28, 2022 8:23:24 AM

How advisors can mitigate risk and strengthen client relationships throughout periods of volatility. Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a ...
Topics: Financial advisors RIAs Wealth Management Data RIA Data Custodial Service Providers RIA Custodians Market Volatility
4 min read

TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data

By TradePMR on Apr 21, 2022 12:47:06 PM

Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?
Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data
4 min read

The Differences Between Structured and Unstructured Data for Your RIA

By TradePMR on Apr 8, 2022 10:53:42 AM

RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have. One of the first points about data that we need ...
Topics: Financial advisors Wealth Management RIA Data
2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics: Financial advisors RIA technology FinTech Joel Bruckenstein RIA Data
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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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