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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

TradePMR to Host Seventh Annual Oktoberfest on Thursday, October 12

By TradePMR on Oct 3, 2023 8:45:00 AM

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

By TradePMR on Sep 19, 2023 3:00:15 PM

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

By TradePMR on Aug 17, 2023 8:50:28 AM

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

By TradePMR on Aug 3, 2023 9:25:46 AM

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

By TradePMR on Jun 2, 2023 8:30:00 AM

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

By TradePMR on Jun 1, 2023 2:23:33 PM

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

By TradePMR on May 18, 2023 8:30:00 AM

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)

By TradePMR on May 16, 2023 8:55:01 AM

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

By TradePMR on May 11, 2023 9:43:15 AM

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 ...
Topics: Financial advisors Fusion SYNERGY Wealth Management Advisor Technology