4 min read
Updated April 11, 2024 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, ...
Topics:
RIAs
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
3 min read
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
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
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
3 min read
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
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
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
4 min read
How TradePMR has built a team of RIA service specialists Waiting on hold can be incredibly frustrating – and quite frankly, it can feel like a waste of time. The only thing that makes the experience worse is when an advisor takes the time to wait it ...
Topics:
RIAs
Service
Custodial Service Providers
RIA Custodians
4 min read
Make a move with confidence and secure the future of your business. Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve ...
Topics:
RIAs
Transition
Breakaway
Registered Investment Advisor
Custodial Service Providers
RIA Custodians