5 min read
Continuity and Succession Planning – Ensuring Long-Term Client Success
Secure a future for your RIA and your clients. Owning and operating a registered investment advisor (RIA) firm is a dream come true for many advisors. With the independence model, advisors can run their businesses the way they want, from client ...
Topics: RIA practice Practice Management Registered Investment Advisor RIA Custodians
6 min read
TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution
Delivering the tools that RIAs need to serve their clients and grow their businesses. With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever ...
Topics: FinTech Technology Registered Investment Advisor RIA Custodians Integrations
3 min read
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated ...
Topics: FinTech RIAs Registered Investment Advisor Integrations
4 min read
Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing
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
4 min read
TradePMR's Integration Network - Streamlining Your RIA Firm Operations
RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
6 min read
2023 Resolution: Get the Best Value from Your RIA Custodian
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
5 min read
TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line
A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
3 min read
An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?
How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read
2023 Could Be a Big Year for RIAs – Are You Prepared?
Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
