Knowledge Bank - TradePMR | RIA Custodians (6)

4 min read

Experience Meets Training – Financial Advisor Support Beyond the Call Center

By TradePMR on Sep 10, 2022 12:00:00 PM

Two RIA employees working side by side.

How TradePMR has built a team of RIA service specialists Waiting on hold can be incredibly frustrating – and quite frankly, it can feel like a waste of time. The only thing that makes the experience worse is when an advisor takes the time to wait it ...

Topics: RIAs Service Custodial Service Providers RIA Custodians

4 min read

3 Strategies to Take Control of Your RIA Custodian Transition

By TradePMR on Sep 8, 2022 2:00:01 PM

TradePMR provides 3 tactics to help financial advisors take control of their RIA custodian transition.

Make a move with confidence and secure the future of your business. Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve ...

Topics: RIAs Transition Breakaway Registered Investment Advisor Custodial Service Providers RIA Custodians

4 min read

How to Find the Right RIA Service and Support During a Volatile Market

By TradePMR on Sep 6, 2022 9:21:47 AM

RIA custodial service provider team providing customer support to financial advisor over video conference.

Don’t get caught with sub-par service when you need it most. With the Fed announcing further rate hikes to fight inflation, the economic community is bracing for what could be an extended period of market volatility.1 For financial advisors, ...

Topics: Fusion RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians

5 min read

Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings

By TradePMR on Aug 26, 2022 1:57:05 PM

Abstract concept of financial advisor expanding her RIA service offerings.

How RIAs can broaden their services without derailing their businesses. Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly ...

Topics: RIA technology RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians

3 min read

TradePMR's Boutique Approach to Scaling Service, Prioritizing RIAs

By TradePMR on Aug 24, 2022 3:28:39 PM

Abstract concept of financial advisor not being seen by their big-name custodial service provider.

Since its inception, TradePMR prioritizes service over size. Being one of the biggest firms in any industry can have perks. With size comes scale, and a company can make significant acquisitions – in essence, buy their way to become the biggest ...

Topics: RIAs Transition Service Custodial Service Providers RIA Custodians

5 min read

Paralyzed by Choices? Start with a Strong Tech Core and Build from There.

By TradePMR on Aug 19, 2022 12:45:50 PM

Abstract concept of financial advisor stuck in a maze of RIA custodian technology choices.

Tips to select the RIA technologies to support your unique business. RIAs face a unique challenge when it comes to technology: too many choices.

Topics: RIA technology RIAs Custodial Service Providers RIA Custodians Integrations

4 min read

Make Your Transition on Your Own Terms, Not Your Custodian’s

By TradePMR on Aug 17, 2022 3:43:26 PM

Abstract concept financial advisor taking control of his RIA firm’s transition to a new custodian.

Don’t get stuck on an unreasonable transition timeline - control your RIA’s future During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.

Topics: RIAs Transition Service Registered Investment Advisor RIA Custodians

4 min read

Finding the Right RIA Custodian to Fit Your Firm.

By TradePMR on Aug 15, 2022 1:25:15 PM

Financial advisor standing above the city, looking into the distant sky with a telescope to find the right fit custodian for her RIA firm.

Tips to align your technology and custodial services search with your long-term goals and success. Carpenters have a saying, “measure twice, cut once”. A similar sentiment can be shared about searching for a new RIA technology and custodial services ...

Topics: RIA technology RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians

5 min read

Why Zero Fee May Not Equate to “Free” for RIAs - Behind the Scenes of RIA Custodian Pricing

By TradePMR on Aug 10, 2022 12:39:35 PM

Hidden Fees on ticker illustrates zero fees does not mean free – RIAs should look for an RIA custodian that offers personalized pricing.

How RIAs can benefit from a custom pricing structure designed to fit how they serve investors. In recent years, multiple RIA custodians announced that they were moving to “zero-fee trading.” But what does that really mean? Does it mean free? Or no ...

Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians

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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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