6 min read
Responsible Innovation: Developing Technology With Positive Purpose
In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion. The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest ...
Topics: RIA technology RIAs RIA custodian RIA Platform
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
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
4 min read
TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference
Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management. At TradePMR, we’ve never been shy about setting high expectations and the right tone. In ...
Topics: Financial advisors TradePMR RIAs Conferences M&A
6 min read
Starting an RIA? Time to Let the World Know
4 Steps to Begin Building Your Brand.
Topics: RIA practice Financial advisors RIAs Marketing
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
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days. Gainesville and Tampa, Fla. – May 18, 2023 – TradePMR, a technology and custodial services provider for ...
Topics: Press Release FinTech RIAs SYNERGY Wealth Management
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 ...
