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Financial industry news and events for RIAs.

5 min read

Three Mid-Conference Season Takeaways, and One Snag to Avoid

By TradePMR on Oct 16, 2024 4:21:47 PM

As we approach the halfway point of the fall conference season, we’re noticing some themes that are emerging. We love fall conference season. Whether exploring the latest advances in technology or meeting new advisors at a networking event, it’s ...
Topics: Financial advisors RIAs RIA Growth ria conference
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 21-24 in Las Vegas, we sat down with TradePMR’s Chief Legal ...
Topics: SYNERGY Custodial Service Providers ria conference
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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

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