4 min read
How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs
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
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.
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 What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.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
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
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 ...
