4 min read
Why TradePMR Believes In Building Relationships Over Making Transactions
There’s a big difference between relational and transactional interactions. Here’s why we believe in relationships. Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services ...
Topics:
RIA practice
Service
Wealth Management
Registered Investment Advisor
RIA Custodians
4 min read
How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine
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
4 min read
Human Connections Are Primed to Flourish, Even in Our AI World
AI is already impacting your business. Here’s why you shouldn’t be ignoring it. Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral ...
Topics:
RIA practice
Technology
webinar
Wealth Management
Artificial Intelligence
CE Credits
4 min read
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days. Gainesville and Tampa, Fla. – May 18, 2023 – TradePMR, a technology and custodial services provider for ...
Topics:
Press Release
FinTech
RIAs
SYNERGY
Wealth Management
3 min read
Priceless: Why We Don’t Charge for TradePMR's Signature Event: SYNERGY23
Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities. SYNERGY is more than a conference – it’s an opportunity. An opportunity to network with other growth-minded RIAs, to uncover solutions that can ...
Topics:
Financial advisors
Fusion
SYNERGY
Wealth Management
Advisor Technology
6 min read
Data Could be the Key for RIAs Navigating a Down Market
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
3 min read
Mid-Year: Time for Performance Reports for Your Clients and Your RIA Firm
Everyone can benefit from an occasional check-in. Mechanics suggest cars should get an oil change every six months. The dentist recommends teeth cleaning twice a year. In fact, water filters require replacement every two months.
Topics:
Financial advisors
RIAs
Wealth Management
Custodial Service Providers
8 min read
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
Key Takeaways from TradePMR’s Panel at the T3 Advisor Conference The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations.
Topics:
Financial advisors
FinTech
Joel Bruckenstein
Bob Veres
RIAs
Technology
Service
Wealth Management
Top Tech
Custodial Platform
3 min read
Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.
We believe that genuine white-glove service is a one-to-one service, not lip service. Your call is important to us. Please stay on the line while we connect you with a representative... 45-minutes later, you’re right where you started. Sound ...
Topics:
FinTech
RIAs
Service
Wealth Management
Registered Investment Advisor
Custodial Service Providers
