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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Switching Custodial Providers? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality

By TradePMR on Apr 11, 2022 3:50:01 PM

Download Your Custodial Assessment Guide Finding a new custodial service provider can be tricky. How can you be sure that they’re offering everything your RIA needs? How can you be confident that their technology, service, and resources will support ...
Topics: RIA technology RIAs Transition Service
4 min read

The Differences Between Structured and Unstructured Data for Your RIA

By TradePMR on Apr 8, 2022 10:53:42 AM

RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have. One of the first points about data that we need ...
Topics: Financial advisers Wealth Management RIA Data
4 min read

From Wirehouse to Big-Name Custodian to TradePMR – Five Key Takeaways from Bischoff Wealth Management

By TradePMR on Apr 6, 2022 4:51:14 PM

Get the case study on Brian Bischoff’s journey to TradePMR When breaking away from a wirehouse to launch a new RIA, advisors are faced with a significant decision. Do they choose to work with a big-name custodian that they’ve known about for years? ...
Topics: RIAs Transition Service Wealth Management Registered Investment Advisor
4 min read

The Secret to the Evolution of Fusion? Advisor Feedback.

By TradePMR on Apr 4, 2022 12:54:00 PM

How TradePMR Shapes Technology to Address RIA Needs At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Topics: Financial advisers FinTech Fusion Register for On-Demand Fusion Demo RIAs SYNERGY Wealth Management Advisor Technology
3 min read

Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR

By TradePMR on Apr 1, 2022 11:56:54 AM

Get the Case Study on Bischoff Wealth Management Brian Bischoff started his career like many other RIAs: at a wirehouse. Today, he is a principal and financial advisor at Bischoff Wealth Management in Greenwood, Indiana.
Topics: RIA technology RIAs Service Breakaway
3 min read

TradePMR’s White-Glove Service – Not Just Lip Service

By TradePMR on Mar 30, 2022 2:31:27 PM

How TradePMR’s approach to service and support is designed to fit the unique needs of RIAs “White-glove service” is a phrase that gets thrown around a lot. It seems like every vendor boasts white-glove service, but what does that really mean?
Topics: Financial advisers RIAs Service Wealth Management
2 min read

SYNERGY22: Your Gateway to the Future of Fusion

By TradePMR on Mar 29, 2022 10:47:59 AM

Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics: Financial advisers RIA technology FinTech Technology SYNERGY
2 min read

Do You Own Your Data? Let’s Find Out

By TradePMR on Mar 27, 2022 12:00:00 PM

Download our Data Questions Worksheet Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Topics: FinTech Joel Bruckenstein RIAs Advisor Technology Data
2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics: Financial advisers RIA technology FinTech Joel Bruckenstein RIA Data
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