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TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data

By TradePMR on Apr 21, 2022 12:47:06 PM

Press release heading with an image of TradePMR's new data white paper

Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?

Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data

4 min read

The Differences Between Structured and Unstructured Data for Your RIA

By TradePMR on Apr 8, 2022 10:53:42 AM

Data analyst at desk with computer and images of graphs

RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have. One of the first points about data that we need ...

Topics: Financial advisers Wealth Management RIA Data

2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Joel Bruckenstein, John O'Connell and Rob Dilbone headshots for the Data Webinar

Download our On-Demand Webinar, White Paper, and Data Worksheet

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Financial industry news and events for RIAs.

4 min read

TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data

Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data

4 min read

The Differences Between Structured and Unstructured Data for Your RIA

Topics: Financial advisers Wealth Management RIA Data

2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

Topics: Financial advisers RIA technology FinTech Joel Bruckenstein RIA Data

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