Knowledge Bank

Financial industry news and events for RIAs.

4 min read

TradePMR Adds Adhesion Wealth® to Fusion Platform

By TradePMR on Nov 10, 2020 8:00:00 AM

Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.
Topics: Press Release
3 min read

TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa

By TradePMR on May 12, 2020 7:30:19 AM

TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a variety of ...
Topics: Press Release
3 min read

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

By TradePMR on Mar 11, 2020 8:57:41 AM

New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.
1 min read

Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine (December, 2019)

By TradePMR on Dec 19, 2019 3:02:11 PM

Robb Baldwin, founder and CEO of TradePMR, has been recognized in conjunction with John Peluso, head of First Clearing, for their efforts to launch an RIA channel within a wirehouse. The magazine cites,
1 min read

TradePMR, Swamp Head Brewery Team Up to Raise Funds for Humane Society of Grand Bahama

By TradePMR on Sep 12, 2019 5:08:35 PM

TradePMR to match dollar-for-dollar on wristband sales up to $1000.
4 min read

TradePMR Recognized for “20-for-20 Initiative,” Named Industry Awards Finalist by Wealth Management

By TradePMR on Aug 6, 2019 8:00:56 AM

Momentum continues in 2019: The technology and custodial services provider named to CIO Review’s 50 Most Promising FinTech Solutions Providers of 2019.1
3 min read

Synergy RIA Conference Recap

By TradePMR on Jun 5, 2019 9:58:40 AM

Synergy 2019 RIA Conference Recap by Advisor Services, TradePMR | Jun 04, 2019 |TradePMR  
4 min read

Synergy 2019 RIA Conference Recap

By Advisor Services, TradePMR on Jun 4, 2019 11:45:00 AM

    2019 Synergy RIA Conference Recap
Topics: TradePMR
2 min read

TradePMR Named a Winner of 2019 Excellence in Customer Service

By TradePMR on May 11, 2019 5:14:04 PM

The technology and custody services provider recognized for ‘white-glove’ approach to service and responsiveness to financial advisor requests. GAINESVILLE, Fla. – May 10, 2019 – TradePMR, a technology and custodial services provider, has been named ...