3 min read
TradePMR Introduces Fusion SYNC to Streamline RIA Transitions
An AI-enabled tool designed to shorten transition timelines, helping minimize errors for financial advisors breaking away or changing custodians. GAINESVILLE, Fla.--(BUSINESS WIRE)--TradePMR, a technology and custodial services provider for ...
Topics:
RIA technology
Transition
RIA Custodians
Artificial Intelligence
6 min read
What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian
By Rob Dilbone Managing Director at TradePMR 10 Points to Evaluate in Your Next Provider.
Topics:
Financial advisors
RIAs
Transition
Registered Investment Advisor
RIA Custodians
6 min read
Evaluating Service Without Being Served – Transition Support to Business as Usual
How registered investment advisers can help ensure their next RIA custodian offers the support they need to meet their goals. Advisors considering a change in RIA custodians face a difficult challenge, but not an insurmountable one.
Topics:
Transition
Service
Registered Investment Advisor
RIA Custodians
Support
7 min read
Take Control of Your RIA Custodian Transition With a Custom RFP
Here’s how a Custodian RFP can help you manage custodian changes for you and your clients. Note: This blog post was updated on August 22, 2024. Every RIA will likely consider a change in custodians at some point. While change can be stressful, it ...
Topics:
Financial advisors
RIAs
Transition
Custodial Service Providers
RIA Custodians
5 min read
TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line
A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics:
FinTech
Fusion
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
5 min read
A Guide for Evaluating Your RIA Custodian — Before You Sign the Contract
Planning a move? Forced to switch custodians? Ensure your expectations meet reality. You’ve been busy recently! Perhaps you’ve been adding new clients, even as you’ve had to guide investors through a period of rapid interest rate changes and an ...
Topics:
RIA technology
RIAs
Transition
Service
5 min read
Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition
Service considerations ahead of your RIA custodian merger. Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Topics:
RIAs
Transition
Service
Custodial Service Providers
RIA Custodians
4 min read
How One Firm Transitioned RIA Custodial Service Providers to TradePMR in Under Six Weeks
Get the case study and learn how Fairhaven Wealth Management moved over $700M in assets on their tight timeline. In 2020 Chicago-based Fairhaven Wealth Management decided it was time to change RIA custodians.
Topics:
RIA practice
RIA technology
Fusion
Transition
4 min read
Not All RIA Custodian Transitions are Created Equal
Custodian Merging? Was your firm bought out? Compliance Concerns? There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short ...
Topics:
RIAs
Transition
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
