For nearly two decades, TradePMR has addressed the technology and support demands of financial advisors with solutions that are easy to implement and user-friendly. The privately held introducing brokerage firm (Member FINRA/SIPC), founded and located in Gainesville, Florida, has maintained a singular focus of providing brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients. The firm delivers an integrated cloud-based workstation that enables RIAs to efficiently run their practices and be more effective.
From the Blog
The custodial services provider earns nod for the rollout of Earnwise platform. The annual 2018 WealthManagement.com Industry Awards are just a few months away and we are excited to learn we have been chosen to be a finalists in the category of Custodian (Emerging –...read more
In April 2018, the SEC attempted to tackle the Fiduciary debate with its proposed Standard of Conduct Proposal. The proposed new rule, 204-5, would require an investment adviser to deliver a relationship summary to each retail investor before or at the time the...read more
The upcoming Synergy Conference being hosted by TradePMR May 16-18, 2018 is right around the corner. Have you registered yet? What does it take to put together a great conference for a great group of RIAs? Watch this fast-paced video for 17 seconds of time-lapsed /...read more