4 min read
Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing
Two downloadable guides to help advisors find their next provider. While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
6 min read
TradePMR’s Approach: Flexible Technology Meets Flexible Service
How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics:
Financial advisors
RIAs
Technology
Service
Custodial Service Providers
RIA Custodians
3 min read
10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist
Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics:
RIAs
Technology
Service
Pricing
Custodial Service Providers
RIA Custodians
3 min read
New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023
2023 is here, and so are New Year’s resolutions.
Topics:
RIAs
Technology
Service
Pricing
Custodial Service Providers
RIA Custodians
6 min read
2023 Resolution: Get the Best Value from Your RIA Custodian
Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics:
RIAs
Technology
Service
Registered Investment Advisor
Pricing
Custodial Service Providers
RIA Custodians
5 min read
TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line
A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics:
FinTech
Fusion
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
3 min read
An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?
How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
2023 Could Be a Big Year for RIAs – Are You Prepared?
Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
5 min read
A Guide for Evaluating Your RIA Custodian — Before You Sign the Contract
Planning a move? Forced to switch custodians? Ensure your expectations meet reality. You’ve been busy recently! Perhaps you’ve been adding new clients, even as you’ve had to guide investors through a period of rapid interest rate changes and an ...
Topics:
RIA technology
RIAs
Transition
Service
