<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1107530239585271&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

3 min read

10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist

By TradePMR on Jan 23, 2023 1:51:39 PM

Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
4 min read

TradePMR's Integration Network - Streamlining Your RIA Firm Operations

By TradePMR on Jan 20, 2023 11:35:17 AM

RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
3 min read

New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023

By TradePMR on Jan 17, 2023 10:57:00 AM

2023 is here, and so are New Year’s resolutions.
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
6 min read

2023 Resolution: Get the Best Value from Your RIA Custodian

By TradePMR on Jan 12, 2023 3:29:45 PM

Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics: RIAs Technology Service Registered Investment Advisor Pricing 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

By TradePMR on Jan 10, 2023 9:50:50 AM

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
3 min read

An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?

By TradePMR on Dec 28, 2022 10:07:26 AM

How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

2023 Could Be a Big Year for RIAs – Are You Prepared?

By TradePMR on Dec 21, 2022 9:03:17 AM

Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Switching RIA Custodians? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality

By TradePMR on Dec 12, 2022 12:27:36 PM

Get the Custodial Assessment Guide to Help Streamline Your Search. Evaluating prospective RIA custodians can be tricky. Whether an RIA is approaching a custodian merger, or is otherwise considering a change in providers, there are a ton of points to ...
Topics: RIA technology RIAs Transition Service
5 min read

Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition

By TradePMR on Dec 2, 2022 10:01:06 AM

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
Content not found