4 min read
TradePMR to Host Seventh Annual Oktoberfest on Thursday, October 12
Ken Block and Drew Copeland of Sister Hazel will perform at the fundraiser which benefits the band’s non-profit pediatric cancer charity, Lyrics for Life. GAINESVILLE, Fla. – October 3, 2023 - TradePMR, a technology and custodial services provider ...
Topics: Philanthropy Press Release
4 min read
TradePMR Announces Fall RIA Conference Lineup
TradePMR Chief Growth Officer, Bill Coppel, to take the stage and discuss the intersection of AI and the wealth management space. GAINESVILLE and TAMPA, Fla. – September 13, 2023 - TradePMR, a technology and custodial services provider for ...
Topics: Press Release FinTech Advisor Evolution Sciences Conferences Artificial Intelligence
6 min read
Starting an RIA? Time to Let the World Know
4 Steps to Begin Building Your Brand.
Topics: RIA practice Financial advisors RIAs Marketing
5 min read
Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing
Putting your clients in the best position to succeed. In 2019, the SEC released the Regulation Best Interest rule1.
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read
TradePMR Launches Advisor Evolution Sciences for Financial Advisors
The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. GAINESVILLE and TAMPA, Fla. – June 2, 2023 - TradePMR, a technology and custodial services provider ...
Topics: Press Release Service Custodial Service Providers RIA Growth
4 min read
TradePMR Releases Reimagined Fusion Technology Platform
This offering features a streamlined user experience, as well as new basket trading capabilities and an enhanced communication system. GAINESVILLE and TAMPA, Fla. – June 1, 2023- TradePMR, a technology and custodial services provider for Registered ...
Topics: Press Release FinTech WealthTech Fusion Technology
4 min read
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days. Gainesville and Tampa, Fla. – May 18, 2023 – TradePMR, a technology and custodial services provider for ...
Topics: Press Release FinTech RIAs SYNERGY Wealth Management
4 min read
Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms(1,2)
The integration offers advisors single sign-on capabilities, data feed connectivity, as well as a FIX trading connection. Gainesville, Fla. And Chicago, Ill., May 16, 2023. TradePMR, a technology and custodial services provider for registered ...
Topics: Press Release FinTech WealthTech Fusion Technology Integrations
3 min read
Priceless: Why We Don’t Charge for TradePMR's Signature Event: SYNERGY23
Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities. SYNERGY is more than a conference – it’s an opportunity. An opportunity to network with other growth-minded RIAs, to uncover solutions that can ...
