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Knowledge Bank

Financial industry news and events for RIAs.

5 min read

What’s in a Name? Why Language Matters at TradePMR

By TradePMR on Feb 14, 2024 12:17:13 PM

We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics: Financial advisors TradePMR RIAs Registered Investment Advisor Custodial Service Providers Client Relationships RIA Custodians
6 min read

TradePMR Named One of the Best Companies to Work for in Gainesville and Florida

By TradePMR on Feb 13, 2024 11:29:20 AM

The RIA technology and custodial services provider ranked 10th among midsized companies in Florida. GAINESVILLE and TAMPA, Fla. – February 07, 2024 – TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), ...
Topics: TradePMR Recruiting Feedback
4 min read

TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference

By TradePMR on Jan 30, 2024 2:29:13 PM

Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management. At TradePMR, we’ve never been shy about setting high expectations and the right tone. In ...
Topics: Financial advisors TradePMR RIAs Conferences M&A
3 min read

TradePMR Named as One of Florida’s Best Companies to Work For

By TradePMR on Aug 12, 2022 11:00:18 AM

The RIA technology and custodial services provider ranked 13th among midsized companies in the Sunshine State. Gainesville and Tampa, Fla. – August 10, 2022 – TradePMR, a technology and custodial services provider for Registered Investment Advisors ...
Topics: TradePMR Press Release Robb Baldwin Recruiting
4 min read

TradePMR Annual Conference Returns: SYNERGY22 Unleashed

By TradePMR on May 24, 2022 9:24:58 AM

Registered Investment Advisors converge on SYNERGY22 in Orlando, Fla. in record numbers. Orlando, Fla., May 24, 2022 -- TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), will kick off its signature ...
Topics: TradePMR Press Release Robb Baldwin Joel Bruckenstein RIAs SYNERGY Advisor Technology Technology Tools for Today Custodial Service Providers
3 min read

SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For

By TradePMR on Feb 1, 2022 9:03:25 AM

Join us May 25th – 27th at The Ritz-Carlton Orlando, Grande Lakes. It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more ...
Topics: TradePMR RIA technology RIAs SYNERGY
4 min read

Synergy 2019 RIA Conference Recap

By Advisor Services, TradePMR on Jun 4, 2019 11:45:00 AM

2019 Synergy RIA Conference Recap
Topics: TradePMR
2 min read

Are You Helping Your RIA Clients Make the Connection?

By Advisor Services, TradePMR on Nov 20, 2018 8:00:00 AM

It is customary this time of year to pause in our pursuit of the “next big thing” in order to better appreciate what we have already. Before you set your business goals and resolutions for the new year, consider stopping for a moment and giving ...
Topics: RIA practice Financial advisors investing Philanthropy #20for20 TradePMR
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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.

    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.
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