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Knowledge Bank

Financial industry news and events for RIAs.

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

Read the Fine Print: Three Key Components to Your RIA Custodian Agreement

By TradePMR on Feb 10, 2023 10:36:43 AM

Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business. Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other ...
Topics: RIAs Data Pricing RIA Custodians Cybersecurity RFP RIA Fees
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
3 min read

10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist

By TradePMR on Jan 23, 2023 1:51:39 PM

Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
3 min read

New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023

By TradePMR on Jan 17, 2023 10:57:00 AM

2023 is here, and so are New Year’s resolutions.
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
6 min read

2023 Resolution: Get the Best Value from Your RIA Custodian

By TradePMR on Jan 12, 2023 3:29:45 PM

Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
4 min read

7 Questions for Your Team as You Build a RIA Custodian RFP

By TradePMR on Nov 1, 2022 12:58:53 PM

Check all the important boxes before signing on with your next provider. Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next ...
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read

Does Zero Fee Trading from Your RIA Custodian Benefit Your Clients?

By TradePMR on Oct 27, 2022 12:24:28 PM

Don’t settle for flashy marketing – secure the best custodial pricing for your clients. Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. ...
Topics: RIAs Trading Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
4 min read

8 Pricing Questions to Ask Your Prospective RIA Custodians

By TradePMR on Oct 1, 2022 11:45:00 AM

Updated April 11, 2024 Before you sign on the dotted line, know what you’re paying for and don’t be afraid to negotiate. When evaluating prospective RIA custodians, advisors are often bombarded with information. Expansive technology breakdowns, ...
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
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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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