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Knowledge Bank

Financial industry news and events for RIAs.

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Baldwin One of “20 People Who Will Change Wealth Management in 2020”

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,

“In partnership with the custodian TradePMR, Wells Fargo officially launched its new RIA channel in 2019, the first attempt from a wirehouse to do so. John Peluso, president of Wells Fargo's First Clearing (pictured), and Robb Baldwin, CEO of TradePMR, anticipate opening the doors of the new offering to non-Wells Fargo advisors in 2020. RIAs, breakaway brokers, and other wirehouses will be watching Wells Fargo to evaluate whether it can gain traction in the marketplace.”

Read more about the group of leaders comprised of regulators to diversity and inclusion thought leaders that have the potential to make an impact on the industry in the new decade.

Written by TradePMR