8 min read
The Seven Do’s and Don’ts to Navigate a Pending RIA Custodian Merger
Rule #1: Don’t let M&A derail your business. With thousands of advisors approaching a major RIA custodian merger, it’s important to reflect on how these mergers have gone in the past.
Topics: RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read
TradePMR’s Communication Approach – Accessible, Attentive, and Accountable
Poor communication from a RIA custodian could hurt your firm. When you call into a massive call center, does it feel like you’re never going to get an answer to your question? That you’ll waste hours on end trying to track down the right person for ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
Service at TradePMR: Delivering Strong Support from Day 1
How TradePMR delivers white-glove service every step of the way. Service can make or break an advisor’s relationship with their RIA custodian.
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read
RIA-Centric 100% of the Time – Why TradePMR Has No Retail Channel
Is your RIA custodian completely focused on your needs? Question: does your current RIA custodian compete against your firm for new clients? Here’s a hint – if they are serving individual investors or have a retail channel the answer is probably yes.
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
Experience Meets Training – Financial Advisor Support Beyond the Call Center
How TradePMR has built a team of RIA service specialists Waiting on hold can be incredibly frustrating – and quite frankly, it can feel like a waste of time. The only thing that makes the experience worse is when an advisor takes the time to wait it ...
Topics: RIAs Service Custodial Service Providers RIA Custodians
4 min read
How to Find the Right RIA Service and Support During a Volatile Market
Don’t get caught with sub-par service when you need it most. With the Fed announcing further rate hikes to fight inflation, the economic community is bracing for what could be an extended period of market volatility.1 For financial advisors, ...
Topics: Fusion RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap
TradePMR's Customer Advisor Panel Drives the Fusion Platform Development TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).
Topics: RIAs Service Registered Investment Advisor Financial Advisor Technology
3 min read
TradePMR's Boutique Approach to Scaling Service, Prioritizing RIAs
Since its inception, TradePMR prioritizes service over size. Being one of the biggest firms in any industry can have perks. With size comes scale, and a company can make significant acquisitions – in essence, buy their way to become the biggest ...
Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
4 min read
Make Your Transition on Your Own Terms, Not Your Custodian’s
Don’t get stuck on an unreasonable transition timeline - control your RIA’s future During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.
