6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics: RIA practice RIA technology RIAs Registered Investment Advisor Financial Advisor Technology Client Relationships RIA Marketing
4 min read
Trade Settlement Is Getting Faster. Here’s What You Need To Know.
As most financial advisors are likely aware, there is a difference between the date when you trade a security and the date the transaction settles.
Topics: RIA practice Trading SEC
4 min read
Why TradePMR Believes In Building Relationships Over Making Transactions
There’s a big difference between relational and transactional interactions. Here’s why we believe in relationships. Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services ...
Topics: RIA practice Service Wealth Management Registered Investment Advisor RIA Custodians
4 min read
How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine
Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it. In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that ...
Topics: RIA practice Technology Wealth Management RIA Growth Advisor Evolution Sciences
4 min read
Human Connections Are Primed to Flourish, Even in Our AI World
AI is already impacting your business. Here’s why you shouldn’t be ignoring it. Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral ...
Topics: RIA practice Technology webinar Wealth Management Artificial Intelligence CE Credits
6 min read
Starting an RIA? Time to Let the World Know
4 Steps to Begin Building Your Brand.
Topics: RIA practice Financial advisors RIAs Marketing
3 min read
TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran, Bill Coppel
Coppel joins the TradePMR team as Vice President of Practice Management. GAINESVILLE and TAMPA, Fla. – March 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, announced today that it has added Bill ...
Topics: RIA practice Press Release RIAs Practice Management RIA Growth
4 min read
Finding the Right Technology to Retain Talent
How RIAs can build a tech stack designed to support their team and their culture. For RIAs, finding the right technology can be critical. Technology doesn’t just save advisors time; it can transform their practice and provide the infrastructure they ...
Topics: RIA practice Financial advisors RIA technology Practice Management
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 ...
