TradePMR

“Schwab, TradePMR among leading custodian platforms in new study,” says Financial Planning. An in-depth study performed by The Oasis Group named TradePMR’s trading capabilities the best among 10 peers. The report, titled Vantage Point Peaks, is the first in a series that Oasis Group plans to publish every quarter in order to better inform wealth management firms seeking a new custodian, according to Financial Planning. In the study, which includes surveys, product demo evaluations, and client interviews, TradePMR ranked among the top trading and rebalancing capabilities. Read more here: https://hubs.li/Q02MZ26m0 #WealthManagement #RIA #FinancialPlanning This information is being provided as informational only and is not a solicitation for any securities transaction or recommendation. The opinions expressed in this article are not necessarily those of TradePMR or its staff. The Oasis Group, John O’Connell and Financial Planning Magazine, David Miller and Miller Wealth Management are not affiliates with TradePMR. TradePMR, member FINRA/SIPC, does not provide investment, tax or legal advice

TradePMR VP of Business Development Brian Sumner is headed to Chicago on December 3 for the 2024 Forbes SHOOK On The Road Regional Event! He is looking forward to engaging with other industry leaders and connecting with all of you. Will you be there too? Let us know at [email protected]! #WealthManagement #ForbesSHOOK #FinancialAdvisor #RIA #FinTech

Happy Thanksgiving! ?? TradePMR is wishing you and your families a day of joy, peace, and meaningful moments with loved ones. This Thanksgiving, we want to express our gratitude to our incredible team, clients, partners, and community. Your trust and support are essential to our success, and we are thankful every day for the opportunity to be surrounded by all of you. Thank you! ?? #Thanksgiving #FinancialAdvisor #RIA

Carolyn Armitage, CFP?, CIMA?, Founder and CEO of RIA Circle?, LLC and Carolyn Armitage Consulting, joins TradePMR Chief Client Growth Officer Bill Coppel and Senior Editor Ryan Neal on Synergize episode 14 to share her perspective on leadership growth and succession planning. Her experience spans strategic planning, compensation design, valuation, and succession solutions. Tune in now: Synergize Podcast https://hubs.li/Q02ZJg2Z0 #FinTech #RIA #FinancialAdvisor #WealthManagement

On Synergize episode 14, join Carolyn Armitage, CFP?, CIMA?, Founder & CEO of RIA Circle?, LLC?? and Carolyn Armitage Consulting, Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, for a discussion on identifying strategies for building a sustainable business. Tune in to learn more about: ??Leadership transitions in RIA firms ??Building enterprise value alongside daily priorities Listen and subscribe now: Synergize Podcast https://hubs.li/Q02ZnrNF0 #FinTech #RIA #FinancialAdvisor #WealthManagement

“We want to create a multi-generational platform,” said Robb Baldwin, TradePMR Founder and CEO. Robb appeared alongside Robinhood CEO Vlad Tenev on CNBC to discuss our big news. Check it out here: https://hubs.li/Q02Z4_P00 #WealthManagement #RIA #FinTech #FinancialAdvisor Opinions herein are as of the publication date; they are not statements of facts and may include “forward-looking statements” which may or may not be accurate over the long term. Report may include candid statements and observations regarding investment strategies, asset allocation, individual securities, and economic and market conditions. Statements, opinions or forecasts not guaranteed. Do not place undue reliance on forward-looking statements. The material has been prepared for or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is not indicative of future results. The value of investments and the income derived from investments can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur. Investing for short periods may make losses more likely. Wealth Management, 7 trillion dollar industry in the U.S. Market - The Cerulli Report - U.S RIA Marketplace 2023. February 2024. https://hubs.li/Q02Z5hYx0 TradePMR and Robinhood are not affiliates, however, the two firms publicly announced their intentions for Robinhood Markets to acquire TradePMR in the first half of 2025. TradePMR, member FINRA/SIPC.

What happens when a firm’s leader prioritizes day-to-day operations over long-term enterprise value? Join Carolyn Armitage, CFP?, CIMA?, Founder and CEO of RIA Circle?, LLC and Carolyn Armitage Consulting, TradePMR Chief Client Growth Officer Bill Coppel, and Senior Editor Ryan Neal to explore: ??Building a business that thrives beyond its founders ??Identifying the right firm leader ??Navigating seamless succession transitions Tune into Synergize episode 14 now for insights on sustainable business growth: Synergize Podcast https://hubs.li/Q02Z4vVj0 #FinTech #RIA #FinancialAdvisor #WealthManagement

Join Korrine Kohm and Dan Haynes, Managing Directors at altPILOT Group, and Chris Hardy, Co-Founder at altPilot, for a detailed discussion on the latest regulatory updates affecting investment advisors. This session, “Compliance in Focus: Understanding the Latest Rules for Investment Advisors,” will focus on recent rule changes and the implications for advisory firms. Reserve your spot now to gain insights into the evolving compliance landscape. Register here:https://hubs.li/Q02Y-RfP0 TradePMR and altPilot are separate and unaffiliated companies. #RIA #WealthManagement #FinTech #FinancialAdvisory

With the day-to-day challenges of running a business, establishing and executing a strategy to grow a firm’s enterprise value can fall to the bottom a leader’s priority list. Which begs the question: At what point does the founder/CEO/chief rainmaker decide which hat is most important? On Synergize episode 14, Carolyn Armitage, CFP?, CIMA?, Founder & CEO of RIA Circle?, LLC, and Carolyn Armitage Consulting, joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to dive into this question. Listen as they explore: ??Strategies for building a business that’s sustainable beyond its founders ??Why identifying the right firm leader isn’t always easy ??Ways to manage internal and external succession transitions Listen and subscribe now: Synergize Podcast https://hubs.li/Q02Yx9gQ0 #FinTech #RIA #FinancialAdvisor #WealthManagement

TradePMR has entered into an agreement to be acquired by Robinhood Markets. Learn more at https://hubs.li/Q02YHB-j0