6 min read
Six Surprising Studies Revealing The Power Of Personalization
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics: RIA practice RIA technology RIAs Registered Investment Advisor Financial Advisor Technology Client Relationships RIA Marketing
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
5 min read
Finding the Right Advisor Tech to Support the Full RIA Team
How firms can benefit from RIA Custodians that look to beyond the advisor. Advisors who decide to start an RIA fit a specific mold. They’re driven entrepreneurs looking to have control over their business. They’re looking to grow their practice how ...
Topics: RIAs Transition Service Registered Investment Advisor Financial Advisor Technology
5 min read
Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22
Investments in Service, Expansions to Technology, and a Continued Focus on RIAs 1,097 days. That’s how long TradePMR had to wait between annual SYNERGY conferences as the world navigated a pandemic.
Topics: RIAs Service Custodial Service Providers Financial Advisor Technology Top Tech
3 min read
How TradePMR’s RIA Technology Platform Fusion Evolves to Meet the Needs of Financial Advisors
Key traits to RIA Custodian Platform Evolution: Robust Planning Meets Flexibility Every year, Apple releases a new iPhone. User experiences are continually updated for Netflix and Hulu. Amazon Prime refreshes delivery recommendations and expands how ...
