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
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.
Topics: Transition Service Registered Investment Advisor RIA Custodians Support
6 min read
5 Tips to Develop a Personalized RIA Custodian RFP
And 8 crucial components to consider in building out an RFP timeline. Regardless of if a firm has $100 million or $10 billion in AUM, every RIA will likely consider a change in custodians at some point. If your firm’s custodian has been acquired, ...
Topics: Financial advisors RIAs Transition Custodial Service Providers RIA Custodians
5 min read
TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line
A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
6 min read
Switching RIA Custodians? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality
Get the Custodial Assessment Guide to Help Streamline Your Search. Evaluating prospective RIA custodians can be tricky. Whether an RIA is approaching a custodian merger, or is otherwise considering a change in providers, there are a ton of points to ...
Topics: RIA technology RIAs Transition Service
5 min read
Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition
Service considerations ahead of your RIA custodian merger. Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
4 min read
How One Firm Transitioned RIA Custodial Service Providers to TradePMR in Under Six Weeks
Get the case study and learn how Fairhaven Wealth Management moved over $700M in assets on their tight timeline. In 2020 Chicago-based Fairhaven Wealth Management decided it was time to change RIA custodians.
Topics: RIA practice RIA technology Fusion Transition
4 min read
Not All RIA Custodian Transitions are Created Equal
Custodian Merging? Was your firm bought out? Compliance Concerns? There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short ...
Topics: RIAs Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
Switching RIA Custodians? Consider Creating an RFP
RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.
