Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs

By TradePMR on Aug 24, 2021 11:32:34 AM

Pricing starts with a conversation not a rate sheet If you’re thinking of moving to a different home, chances are, you would like to see the new place in person before making one of life’s significant financial commitments. You get an idea of what ...
Topics: RIA practice Financial advisers RIAs Fees
2 min read

Making a Custodial Transition? How to Have Effective Client Conversations

By TradePMR on Aug 20, 2021 9:13:55 AM

Download a Four-Point Checklist to help guide your discussion. It’s time for “the talk” with your clients. You have decided to switch custodial service providers and need to let your clients know. Taking this leap can be an excellent move for RIAs ...
Topics: RIA practice RIAs Transition
3 min read

How TradePMR Balances Automation and Service for RIAs

By TradePMR on Aug 17, 2021 3:06:10 PM

An Old-School Approach to Service to Complement Advanced Technology Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major ...
Topics: Financial advisers RIA technology RIAs Service
1 min read

TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook

By TradePMR on Aug 16, 2021 4:13:51 PM

TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb ...
Topics: RIAs Technology Transition
4 min read

Model Sleeve Trading – Making the Complex, Simple

By TradePMR on Aug 3, 2021 9:51:26 AM

A Q&A with TradePMR Head of Trading, Jason Simmons
Topics: RIA technology Fusion RIAs Technology Trading
2 min read

TradePMR Launches Model Sleeve Trading on the Fusion Platform

By TradePMR on Aug 3, 2021 9:19:57 AM

RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
Topics: RIA technology Fusion RIAs Technology Trading
3 min read

BBQs and RFPs

By TradePMR on Jul 2, 2021 9:30:00 AM

With a strong vaccination rollout and states nationwide removing COVID-19 restrictions, everything is starting to feel “normal.” While we’re all likely going to keep up some of our pandemic practices – for example Zoom meetings and hybrid office ...
Topics: Marketing
3 min read

Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack

By TradePMR on Jun 7, 2021 12:15:10 PM

Get Your Firm's Tech Stack Trim and Fit this Summer Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of ...
Topics: Best Financial Advisor Technology Fusion Register for On-Demand Fusion Demo Technology
3 min read

Fairhaven Wealth Management – How One Firm Transitioned to TradePMR in Under Six Weeks

By TradePMR on Jun 1, 2021 1:00:17 PM

At the end of 2020, Fairhaven Wealth Management, a Chicago-based RIA (registered investment advisor), decided it was time for a change. They set an ambitious goal of transitioning over $700 million in client assets to a new custodial services ...
Topics: RIA practice RIA technology Fusion Transition
Content not found