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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

TradePMR Adds Industry Veteran Jon Patullo to Leadership Team

By TradePMR on May 14, 2024 10:20:59 AM

Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – May 14, 2024 - TradePMR, a ...
Topics: Press Release RIA technology Robb Baldwin Advisor Technology Registered Investment Advisor Custodial Service Providers
4 min read

Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria

By TradePMR on May 10, 2024 3:41:48 PM

TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics: RIAs SYNERGY Custodial Service Providers Financial Advisor Technology Custodial Platform Artificial Intelligence
6 min read

"It's Personal for Us": SYNERGY24 Q&A With TradePMR CLO Chaz Reiling

By TradePMR on Apr 26, 2024 3:32:09 PM

Every year, the TradePMR Synergy Conference is one of our biggest, most anticipated events. To share a little more about what attendees can expect at this year’s event, taking place May 22-24 in Las Vegas, we sat down with TradePMR’s Chief Legal ...
Topics: SYNERGY Custodial Service Providers ria conference
5 min read

What’s in a Name? Why Language Matters at TradePMR

By TradePMR on Feb 14, 2024 12:17:13 PM

We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics: Financial advisors TradePMR RIAs Registered Investment Advisor Custodial Service Providers Client Relationships RIA Custodians
5 min read

Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing

By TradePMR on Aug 3, 2023 9:25:46 AM

Putting your clients in the best position to succeed. In 2019, the SEC released the Regulation Best Interest rule1.
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read

TradePMR Launches Advisor Evolution Sciences for Financial Advisors

By TradePMR on Jun 2, 2023 8:30:00 AM

The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. GAINESVILLE and TAMPA, Fla. – June 2, 2023 - TradePMR, a technology and custodial services provider ...
Topics: Press Release Service Custodial Service Providers RIA Growth
6 min read

5 Tips to Develop a Personalized RIA Custodian RFP

By TradePMR on Feb 28, 2023 3:18:30 PM

And 8 crucial components to consider in building out an RFP timeline. Regardless of if a firm has $100 million or $10 billion in AUM, every RIA will likely consider a change in custodians at some point. If your firm’s custodian has been acquired, ...
Topics: Financial advisors RIAs Transition Custodial Service Providers RIA Custodians
4 min read

Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing

By TradePMR on Feb 7, 2023 11:38:38 AM

Two downloadable guides to help advisors find their next provider. While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

TradePMR’s Approach: Flexible Technology Meets Flexible Service

By TradePMR on Feb 3, 2023 8:53:42 AM

How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians