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Knowledge Bank

Financial industry news and events for RIAs.

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 four ...
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

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, ...
3 min read

Are You Ready to Answer These 3 Common Questions From Prospects?

By Advisor Services, TradePMR on Dec 4, 2018 7:00:00 AM

Are You Ready to Answer These 3 Common Questions from Prospects?
Topics: RIA practice Financial advisors Investors fiduciary
2 min read

Women in the RIA Space: How to Attract More Female Clients

By Advisor Services, TradePMR on Nov 27, 2018 8:00:00 AM

Women in the RIA Space: How to Attract More Female Clients to Your Practice
Topics: RIA practice Financial advisors women and wealth women marketing to women
2 min read

Are You Helping Your RIA Clients Make the Connection?

By Advisor Services, TradePMR on Nov 20, 2018 8:00:00 AM

It is customary this time of year to pause in our pursuit of the “next big thing” in order to better appreciate what we have already. Before you set your business goals and resolutions for the new year, consider stopping for a moment and giving ...
Topics: RIA practice Financial advisors investing Philanthropy #20for20 TradePMR
3 min read

Women in the RIA Space: How to Attract and Recruit More

By Advisor Services, TradePMR on Nov 13, 2018 7:00:00 AM

Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them (Part 1 of a 2 Part Series on Women in the RIA Space)
Topics: RIA practice Financial advisors investing women female advisers
2 min read

TradePMR to Host Fourth Annual Oktoberfest Celebration

By TradePMR on Sep 6, 2018 3:42:44 PM

The event is part of the Gainesville, Florida-based company's 20-for-20 Initiative to benefit the community
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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

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. 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

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

    Copyright 2020-2026, TradePMR, Inc.
    Securities offered through TradePMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    TradePMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
    Market volatility, volume, and system availability may impact account access and trade execution.
    TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.
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