6 min read
Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List
Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold) Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs ...
Topics: RIA technology Register for On-Demand Fusion Demo RIAs Transition Practice Management Registered Investment Advisor
5 min read
Differentiating Your Firm: Best Practices for RIAs to Expand their 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
5 min read
Paralyzed by Choices? Start with a Strong Tech Core and Build from There.
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
Finding the Right RIA Custodian to Fit Your 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
4 min read
TradePMR’s Boutique Tactic to Strategic Growth: Say No More Than Yes
Learn about the RIA technology and custodial service provider’s formula for service. The math is simple: custodians have a finite number of support team members. As the custodian adds more advisors, there are fewer support team members per advisor ...
Topics: Financial advisors RIA technology Service Registered Investment Advisor Custodial Service Providers
4 min read
Don't Skimp on Referrals: How to Have Honest Conversations with RIA Custodians’ Biggest Fans
Sift through the bias and get the inside scoop on your next RIA custodian platform before you sign on. It's been said that wealth management is indeed a relationship industry. Advisors work tirelessly to build and nurture strong relationships with ...
Topics: RIA technology Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
Looking for More from Your RIA Custodian? Don’t Let a Volatile Market Slow You Down.
Why a down-market shouldn’t stop RIAs from finding the right provider. There is an old saying in business, never waste a recession. RIAs and their clients are all asking the same question – are we staring down the barrel of a recession?
Topics: Financial advisors RIA technology Transition Service Registered Investment Advisor RIA Custodians
3 min read
TradePMR’s Top-Rated Tech: Built with RIAs Front-and-Center
How advisor feedback influences the development of TradePMR’s Fusion platform – the top-rated Custodial Platform three of the last four years. TradePMR’s Fusion technology was recently named the top-rated Custodial Platform and Online Portfolio ...
Topics: Financial advisors RIA technology FinTech Registered Investment Advisor Custodial Service Providers
3 min read
Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More
Technologies like TradePMR’s Fusion platform may offer more capabilities than RIAs realize RIAs looking to build a tech stack face a big challenge: where to begin?
