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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs

By TradePMR on Apr 22, 2022 2:30:48 PM

Get the Custodial Assessment Guide When booking a flight, we all probably start by looking at the big airlines like Delta, JetBlue, American Airlines. If we’re getting a new phone provider, we probably start with Verizon, AT&T, T-Mobile.
Topics: Financial advisers RIAs Transition Advisor Technology Registered Investment Advisor
4 min read

TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data

By TradePMR on Apr 21, 2022 12:47:06 PM

Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?
Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data
4 min read

The Secret to the Evolution of Fusion? Advisor Feedback.

By TradePMR on Apr 4, 2022 12:54:00 PM

How TradePMR Shapes Technology to Address RIA Needs At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Topics: Financial advisers FinTech Fusion Register for On-Demand Fusion Demo RIAs SYNERGY Wealth Management Advisor Technology
2 min read

Do You Own Your Data? Let’s Find Out

By TradePMR on Mar 27, 2022 12:00:00 PM

Download our Data Questions Worksheet Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Topics: FinTech Joel Bruckenstein RIAs Advisor Technology Data
3 min read

Why We Don’t Charge for Our Signature Event: SYNERGY22

By TradePMR on Mar 2, 2022 3:35:34 PM

Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities. We believe SYNERGY22 is going to be more than a conference – we think it’s an opportunity. An opportunity for our team to connect face-to-face ...
Topics: Financial advisers Fusion SYNERGY Wealth Management Advisor Technology
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