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

How TradePMR Works to Streamline Your Custodial Transition

By TradePMR on Oct 12, 2021 3:00:00 PM

Listen to Our On-Demand Webinar to Learn How TradePMR Helps RIAs Make the Move RIAs face difficult decisions every day. They are constantly looking for ways to improve their business while maintaining stellar service for their clients. Even when ...
Topics: RIA technology Transition Service
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
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
3 min read

Fairhaven Wealth Management – How One Firm Transitioned to TradePMR in Under Six Weeks

By TradePMR on Jun 1, 2021 1:00:17 PM

At the end of 2020, Fairhaven Wealth Management, a Chicago-based RIA (registered investment advisor), decided it was time for a change. They set an ambitious goal of transitioning over $700 million in client assets to a new custodial services ...
Topics: RIA practice RIA technology Fusion Transition
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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