<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

4 min read

SYNERGY24: Lessons in Entrepreneurship, Sourced from Decades of Success

By TradePMR on Jul 1, 2024 1:26:04 PM

MarketCounsel President and CEO Brian Hamburger and TradePMR Chief Legal Officer Charles "Chaz" Reiling discussed some of the most pressing topics for today’s wealth professionals during the SYNERGY24 conference in Las Vegas. When advisors make the ...
Topics: RIAs RIA Custodians SYNERGY24
6 min read

Tell A Better Story, Win a Better Client: How Marketing Can Help Grow Your Business

By TradePMR on Jun 27, 2024 8:12:29 AM

Advisors are reluctant to lean into marketing, even though they’re often natural storytellers. At SYNERGY24, a panel discussed how RIAs can improve their marketing plans in their effort to build sustainable organic growth. Advisors know that their ...
Topics: RIAs RIA Marketing SYNERGY24
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

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
5 min read

Reigniting the Entrepreneurial Spirit: Transforming RIAs into Industry Rainmakers

By Robb Baldwin on May 31, 2024 3:40:26 PM

At SYNERGY24, TradePMR CEO Robb Baldwin delivered a keynote address explaining that advisors aren’t born to be rainmakers, they must earn it. Editor’s note: This is an edited excerpt of the keynote address TradePMR CEO Robb Baldwin delivered at the ...
Topics: Financial advisors Robb Baldwin RIAs Registered Investment Advisor RIA Custodians RIA custodian RIA Platform 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
All posts

Featured

Posts by Tag

See all

CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230

Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

JOIN OUR TEAM

EVENTS
SYNERGY25


RECENT NEWS
Press Releases
Media Contact


TECHNOLOGY
Integrations

Contact Us
FAQs
Forms
Privacy Policy
Business Continuity Plan
Clearing & Execution Services
Options Disclosure
Fee Disclosure
Form CRS
606 Order Routing Disclosures

 


BrokerCheck_logo-white



    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.

    Copyright 2020-2024, Trade-PMR, Inc.
    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    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.
    Market volatility, volume, and system availability may impact account access and trade execution.
    By accessing this website, you agree to TradePMR’s Terms of Disclosure , and Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.