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4 min read
Joe Duran on Navigating the RIA Industry’s Third Phase
By TradePMR on Jul 12, 2024 12:14:31 PM
The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to ...
Topics:
RIAs
Registered Investment Advisor
RIA Growth
SYNERGIZE
5 min read
SYNERGY24: Robb Baldwin and Joe Duran Share Four Keys for Powering RIAs’ Organic Growth
By TradePMR on Jun 12, 2024 1:33:07 PM
A bull market and M&A activity are masking deficiencies in RIAs’ approach to landing new business. Fortunately, there are tried and true techniques that could help advisors get back on track. Registered investment advisors who are treading water ...
Topics:
RIA technology
Robb Baldwin
RIA Marketing
RIA Growth
RIA Customer Service
SYNERGY24
4 min read
How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine
By TradePMR on Mar 8, 2024 3:13:07 PM
Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it. In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that ...
Topics:
RIA practice
Technology
Wealth Management
RIA Growth
Advisor Evolution Sciences
5 min read
TradePMR Launches Advisor Evolution Sciences for Financial Advisors
By TradePMR on Jun 2, 2023 8:30:00 AM
The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. GAINESVILLE and TAMPA, Fla. – June 2, 2023 - TradePMR, a technology and custodial services provider ...
Topics:
Press Release
Service
Custodial Service Providers
RIA Growth
3 min read
TradePMR Expands C-Suite with Chief Risk Officer, Charles Reiling
By TradePMR on Apr 6, 2023 9:00:12 AM
The attorney and former CEO brings 25 years of leadership in financial services to TradePMR. GAINESVILLE and TAMPA, Fla. – April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced ...
Topics:
Press Release
RIAs
Technology
Service
Registered Investment Advisor
RIA Growth
3 min read
TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran, Bill Coppel
By TradePMR on Mar 13, 2023 3:25:24 PM
Coppel joins the TradePMR team as Vice President of Practice Management. GAINESVILLE and TAMPA, Fla. – March 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, announced today that it has added Bill ...
Topics:
RIA practice
Press Release
RIAs
Practice Management
RIA Growth