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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams

By TradePMR on Jun 7, 2024 1:00:40 PM

TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs. ...
Topics: RIA technology Advisor Technology Financial Advisor Technology Custodial Platform RIA Custodians RIA custodian RIA Platform Account Opening Advisor Documents SYNERGY24
5 min read

Reigniting the Entrepreneurial Spirit: Transforming RIAs into Industry Rainmakers

By Robb Baldwin on May 31, 2024 3:40:26 PM

At SYNERGY24, TradePMR CEO Robb Baldwin delivered a keynote address explaining that advisors aren’t born to be rainmakers, they must earn it. Editor’s note: This is an edited excerpt of the keynote address TradePMR CEO Robb Baldwin delivered at the ...
Topics: Financial advisors Robb Baldwin RIAs Registered Investment Advisor RIA Custodians RIA custodian RIA Platform SYNERGY24
9 min read

TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference

By TradePMR on May 16, 2024 10:30:36 AM

Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors. GAINESVILLE and TAMPA, Fla. – May 16, 2024 - TradePMR, a technology ...
Topics: Robb Baldwin RIAs Financial Advisor Technology Las Vegas RIA Platform SYNERGY24
6 min read

Responsible Innovation: Developing Technology With Positive Purpose

By TradePMR on Apr 16, 2024 3:34:49 PM

In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion. The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest ...
Topics: RIA technology RIAs RIA custodian RIA Platform
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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
    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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