Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Tips to Get Your Team Ready for a Custodial Transition

By TradePMR on Oct 19, 2021 12:22:21 PM

How to Give the Pre-Game Pep Talk It’s a brisk Sunday in February; both teams huddled in their locker rooms, getting ready for the biggest game of the year. Before kickoff at the Super Bowl, the coaches and captains bring together their teammates ...
Topics: RIA practice RIAs Transition
3 min read

Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs

By TradePMR on Aug 24, 2021 11:32:34 AM

Pricing starts with a conversation not a rate sheet If you’re thinking of moving to a different home, chances are, you would like to see the new place in person before making one of life’s significant financial commitments. You get an idea of what ...
Topics: RIA practice Financial advisers RIAs Fees
2 min read

Making a Custodial Transition? How to Have Effective Client Conversations

By TradePMR on Aug 20, 2021 9:13:55 AM

Download a Four-Point Checklist to help guide your discussion. It’s time for “the talk” with your clients. You have decided to switch custodial service providers and need to let your clients know. Taking this leap can be an excellent move for RIAs ...
Topics: RIA practice RIAs Transition
3 min read

How TradePMR Balances Automation and Service for RIAs

By TradePMR on Aug 17, 2021 3:06:10 PM

An Old-School Approach to Service to Complement Advanced Technology Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major ...
Topics: Financial advisers RIA technology RIAs Service
1 min read

TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook

By TradePMR on Aug 16, 2021 4:13:51 PM

TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb ...
Topics: RIAs Technology Transition
4 min read

Model Sleeve Trading – Making the Complex, Simple

By TradePMR on Aug 3, 2021 9:51:26 AM

A Q&A with TradePMR Head of Trading, Jason Simmons
Topics: RIA technology Fusion RIAs Technology Trading
2 min read

TradePMR Launches Model Sleeve Trading on the Fusion Platform

By TradePMR on Aug 3, 2021 9:19:57 AM

RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
Topics: RIA technology Fusion RIAs Technology Trading
5 min read

How to Let the World Know About Your New RIA

By TradePMR on May 25, 2021 9:55:15 AM

You’ve Opened the Doors – Now What?
Topics: RIA practice Financial advisers RIAs Marketing
4 min read

TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition

By TradePMR on May 19, 2021 7:00:00 AM

A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.
Topics: Financial advisers Press Release RIAs Transition
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