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
Why TradePMR Believes In Building Relationships Over Making Transactions
There’s a big difference between relational and transactional interactions. Here’s why we believe in relationships. Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services ...
Topics: RIA practice Service Wealth Management Registered Investment Advisor RIA Custodians
6 min read
What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian
By Rob Dilbone Managing Director at TradePMR 10 Points to Evaluate in Your Next Provider.
Topics: Financial advisors RIAs Transition Registered Investment Advisor RIA Custodians
5 min read
What’s in a Name? Why Language Matters at TradePMR
We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics: Financial advisors TradePMR RIAs Registered Investment Advisor Custodial Service Providers Client Relationships RIA Custodians
5 min read
Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing
Putting your clients in the best position to succeed. In 2019, the SEC released the Regulation Best Interest rule1.
Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
4 min read
Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients
Four Crucial Pillars for Your Cyber Program
Topics: FinTech Data Registered Investment Advisor Cybersecurity
3 min read
TradePMR Expands C-Suite with Chief Risk Officer, Charles Reiling
The attorney and former CEO brings 25 years of leadership in financial services to TradePMR. GAINESVILLE and TAMPA, Fla. – April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced ...
Topics: Press Release RIAs Technology Service Registered Investment Advisor RIA Growth
4 min read
TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper
The new report also decodes proposed cybersecurity regulations financial advisors must comply with to better protect firm, clients. GAINESVILLE and TAMPA, Fla. – April 4, 2023 – TradePMR has published a new white paper for Registered Investment ...
Topics: RIA technology RIAs Technology Registered Investment Advisor Cybersecurity
6 min read
Evaluating Service Without Being Served – Transition Support to Business as Usual
How registered investment advisers can help ensure their next RIA custodian offers the support they need to meet their goals. Advisors considering a change in RIA custodians face a difficult challenge, but not an insurmountable one.
