6 min read
Three Steps Financial Advisors Can Take Today to Prepare Their Firm for an RIA Custodian Transition
Avoid some common mistakes ahead of your big move. You have made the decision to switch custodians or possibly add a new one to the roster. Now what?
Topics: RIAs Transition RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm
TradePMR’s approach to RIA custodial services. Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.
Topics: FinTech WealthTech RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
How to Make the Most of Your RIA Custodian RFP
Answer all your burning questions before you sign on with your next provider. Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing ...
Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
3 Strategies to Take Control of Your RIA Custodian Transition
Make a move with confidence and secure the future of your business. Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve ...
Topics: RIAs Transition Breakaway Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read
Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List
Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold) Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs ...
Topics: RIA technology Register for On-Demand Fusion Demo RIAs Transition Practice Management Registered Investment Advisor
4 min read
4 Tips to Get Your Team Ready for a Custodial Transition
How to Give the Pre-Game Pep Talk Before Moving RIA Custodians Picture this: a brisk Superbowl Sunday. Your team’s huddled in the locker room getting ready for the biggest game of the year. Before kickoff, the captains lead a rousing pre-game pep ...
Topics: RIA practice RIAs Transition
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
3 min read
Making a Custodial Transition? How to Have Effective Client Conversations
Get the Four-Point Checklist to help guide your discussions. So, it’s time for “the talk” with your clients.
Topics: RIA practice RIAs Transition
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.
