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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

Trade Settlement Is Getting Faster. Here’s What You Need To Know.

By TradePMR on Mar 22, 2024 12:07:01 PM

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
5 min read

Does Zero Fee Trading from Your RIA Custodian Benefit Your Clients?

By TradePMR on Oct 27, 2022 12:24:28 PM

Don’t settle for flashy marketing – secure the best custodial pricing for your clients. Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. ...
Topics: RIAs Trading Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
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