RIA Knowledge Bank | TradePMR by Robinhood (26)

2 min read

TradePMR Named Finalist in Financial Services Awards Competition

By TradePMR on Jun 25, 2018 4:04:32 PM

The custodial services provider earns nod for the rollout of Earnwise platform.

2 min read

Free Webinar to Learn about the SEC’s Fiduciary Proposal and Form CRS

By TradePMR on Jun 21, 2018 4:56:50 PM

In April 2018, the SEC attempted to tackle the Fiduciary debate with its proposed Standard of Conduct Proposal. The proposed new rule, 204-5, would require an investment adviser to deliver a relationship summary to each retail investor before or at ...

3 min read

Initiative to Celebrate 20th Anniversary: Foster Charitable Giving

By TradePMR on May 30, 2018 11:18:39 AM

GAINESVILLE, Fla. [May 30, 2018] – TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), today announced plans for their year-long “20-for-20 Initiative.” TradePMR will celebrate its 20th ...

1 min read

2-Day Conference Set Up and Breakdown in 17 Seconds

By TradePMR on Apr 30, 2018 5:02:34 PM

The upcoming Synergy Conference being hosted by TradePMR May 16-18, 2018 is right around the corner. Have you registered yet?

1 min read

Join Us for a Special “Branding Reception” at Synergy San Diego

By TradePMR on Apr 30, 2018 4:58:16 PM

Building a strong brand is a constant and never-ending journey – get the insights and information you need to perfect and grow

2 min read

Growth-Minded Advisors to Gather at TradePMR’s Synergy Conference

By TradePMR on Apr 30, 2018 9:37:17 AM

We’re so excited! TradePMR will gather with a select group of registered investment advisors (RIAs) from across the country to celebrate our 20th anniversary at TradePMR’s annual Synergy conference May 16-18 in San Diego. This year's conference ...

3 min read

Gathering Growth-Minded Financial Advisors at our Synergy Conference

By TradePMR on Apr 27, 2018 10:33:00 AM

TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego

4 min read

Branding 101 for Financial Advisors

By Admin on Apr 26, 2018 4:27:08 AM

How to Create and Periodically Refresh Your Brand Essentials as you Build Trust and Win Business as an RIA Today

4 min read

Common RIA Myths and Mistakes to Avoid

By Admin on Jan 26, 2018 7:08:33 PM

Talk to any fully independent advisor about the benefits of their business model and one word always seems to surface: “freedom.”

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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.

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