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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

8 Pricing Questions to Ask Your Prospective RIA Custodians

By TradePMR on Oct 1, 2022 11:45:00 AM

Before you sign on the dotted line, know what you’re paying for, and don’t be afraid to negotiate. When evaluating prospective RIA custodians, advisors are often bombarded with information. Expansive technology breakdowns, overwhelming vendor lists, ...
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
3 min read

TradePMR’s Communication Approach – Accessible, Attentive, and Accountable

By TradePMR on Sep 29, 2022 12:30:00 PM

Poor communication from a RIA custodian could hurt your firm. When you call into a massive call center, does it feel like you’re never going to get an answer to your question? That you’ll waste hours on end trying to track down the right person for ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Multi-Custodial? Let’s Fit How You Run Your Business

By TradePMR on Sep 27, 2022 1:34:15 PM

Find the right providers to support your unique RIA According to data from the SEC, about 30% of RIAs with between $100 million and $250 million in client assets use multiple custodians. That number jumps to 72% for firms with over $5 billion in ...
Topics: Financial advisors RIAs Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Service at TradePMR: Delivering Strong Support from Day 1

By TradePMR on Sep 26, 2022 8:36:08 AM

How TradePMR delivers white-glove service every step of the way. Service can make or break an advisor’s relationship with their RIA custodian.
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian

By Cris Frankel on Sep 21, 2022 3:43:46 PM

  By Cris Frankel, Vice President of Business Development at TradePMR 10 Points to Evaluate in Your Next Provider.
Topics: Financial advisors RIAs Transition Registered Investment Advisor RIA Custodians
4 min read

Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing

By TradePMR on Sep 19, 2022 3:59:22 PM

Putting your clients in the best position to succeed. With the SEC’s release of the Regulation Best Interest rule back in 2019, the financial advisory industry got some clarity around expectations for registered investment advisors (RIAs). While ...
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
3 min read

RIA-Centric 100% of the Time – Why TradePMR Has No Retail Channel

By TradePMR on Sep 16, 2022 9:38:16 AM

Is your RIA custodian completely focused on your needs? Question: does your current RIA custodian compete against your firm for new clients? Here’s a hint – if they are serving individual investors or have a retail channel the answer is probably yes.
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

How to Make the Most of Your RIA Custodian RFP

By TradePMR on Sep 14, 2022 12:46:29 PM

Answer all your burning questions before you sign on with your next provider. Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing ...
Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data

By TradePMR on Sep 12, 2022 4:37:02 PM

Does your RIA have the tools and information you need to succeed? RIA custodians are more than technology and service providers – they are stewards of data.
Topics: Financial advisors RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
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