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Financial industry news and events for RIAs.

4 min read

Synergy RIA Conference Recap

By TradePMR on Jun 5, 2019 9:58:40 AM

Attendees networking at the Synergy Conference.
By Advisor Services, TradePMR | Jun 04, 2019 |TradePMR  
4 min read

Synergy 2019 RIA Conference Recap

By Advisor Services, TradePMR on Jun 4, 2019 11:45:00 AM

Synergy conference attendees networking.
    2019 Synergy RIA Conference Recap
Topics: TradePMR
2 min read

TradePMR Named a Winner of 2019 Excellence in Customer Service

By TradePMR on May 11, 2019 5:14:04 PM

The technology and custody services provider recognized for ‘white-glove’ approach to service and responsiveness to financial advisor requests. GAINESVILLE, Fla. – May 10, 2019 – TradePMR, a technology and custodial services provider, has been named ...
3 min read

TradePMR Launches Augmented Reality Technology for Advisor Recruitment

By TradePMR on May 10, 2019 5:17:30 PM

The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy. GAINESVILLE, Fla., April 23, 2019 /PRNewswire/ -- TradePMR, a technology and custodial services provider, is rolling out new augmented ...
3 min read

Top Marks for Custody Platform Satisfaction in 2019 Software Survey

By Admin on Feb 19, 2019 1:12:20 PM

Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap. GAINESVILLE, Fla., Feb. 19, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology ...
17 min read

Robb Baldwin CEO of TradePMR Interviewed by Matt Halloran

By Admin on Feb 13, 2019 2:05:33 PM

  Highlights of the interview with Robb include:
3 min read

TradePMR Mentors CFP Students and Student Tech Talent

By Admin on Jan 25, 2019 2:09:00 PM

The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition GAINESVILLE, Fla., Jan. 23, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, is supporting a team of ...
3 min read

These 3 Myths About Millennials Could be Hurting Your RIA Practice

By Admin on Jan 4, 2019 2:18:06 PM

It is believed that the millennial generation, born between 1982 and 1994, often get a bad rap in the financial advice space for being over-confident, mistrusting and obsessed with technology, but a new research study sponsored by the CFA institute ...
3 min read

TradePMR Celebrates Successful '20 for 20 Initiative'

By Admin on Dec 17, 2018 3:34:59 PM

Alex's Lemonade Stand
When TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), announced their plans earlier this year to celebrate its 20th anniversary by organizing and participating in 20 service projects, ...
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    Sources and Disclosures
    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
    ² T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
    ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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