Knowledge Bank

Financial industry news and events for RIAs.

14 min read

What I Have Learned from Speaking with Hundreds of RIAs Looking for a New Custodian

By Cris Frankel on Mar 29, 2021 5:26:38 PM

Here's a Hint – You are not alone; almost everyone has the same questions. 
Topics: TradePMR RIA technology RIAs
4 min read

TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021

By TradePMR on Mar 23, 2021 10:00:10 AM

Financial advisors return the firm's Fusion platform to the top of the ranks for the second time. Gainesville, Fla. – March 23, 2021 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction ...
Topics: Press Release Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo
4 min read

TradePMR Adds Adhesion Wealth® to Fusion Platform

By TradePMR on Nov 10, 2020 8:00:00 AM

Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.
Topics: Press Release
3 min read

TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa

By TradePMR on May 12, 2020 7:30:19 AM

TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a variety of ...
Topics: Press Release
3 min read

TradePMR Rolls Out Refined Trading Tools on Fusion

By TradePMR on Mar 11, 2020 8:57:41 AM

New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.
1 min read

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

By TradePMR on 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,
1 min read

TradePMR, Swamp Head Brewery Team Up to Raise Funds for Humane Society

By TradePMR on Sep 12, 2019 5:08:35 PM

TradePMR to match dollar-for-dollar on wristband sales up to $1000.
4 min read

TradePMR Named Industry Awards Finalist by Wealth Management

By TradePMR on Aug 6, 2019 8:00:56 AM

Momentum continues in 2019: The technology and custodial services provider named to CIO Review’s 50 Most Promising FinTech Solutions Providers of 2019.1
4 min read

Synergy RIA Conference Recap

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

By Advisor Services, TradePMR | Jun 04, 2019 |TradePMR