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

3,2,1...Action! ?? TradePMR CEO Robb Baldwin and Marketing Director Jessica Taylor Shores spent the last two days at Vu Technologies filming TradePMR’s next TV spots. Shoutout to Frankel for their creativity in bringing our vision to life! Stay tuned to CNBC to catch TradePMR’s latest commercials! #WealthManagement #RIA #FinTech #FinancialAdvisor

TradePMR is back on the road! We are thrilled to announce that the team will be headed to Las Vegas October 9-10 for Financial Planning Advise AI! Chief Operating Officer. R. Scott Victoria, MBA, CFP?, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, Marketing Director Jessica Taylor Shores, Director of Product Integrations Marcel T., and Vice President of Business Development Matthew Vasquez are excited to connect with all of you. Will you be in Nevada too? Let us know down below, or at [email protected]! #FinancialAdvisor #RIA #FinTech #AdviseAI #FinanicalPlanning

Don’t miss Synergize Episode 10, where TradePMR Chief Client Growth Officer Bill Coppel and Senior Editor Ryan Neal sit down with industry veteran and management consultant Mark Tibergien to discuss: ??What’s important for growing firms besides size ??The difference between “size” and “scale” and why it matters ??Three things growing RIAs might want to avoid Listen and subscribe now: Synergize Podcast https://hubs.li/Q02RwgB80 #Fintech #WealthMangement #FinancialAdvisor #RIA

The TradePMR team had a blast wrapping up the 2024 Axxcess Wealth Management Conference with a California day on the course! Chief Revenue Officer Rob Dilbone, Chief Legal Officer Charles Reiling, VP of Business Development Rob Bessett, CFA, and Relationship Manager Erin F. showed off their skills on the greens. Thank you, Axxcess Wealth Management for a fantastic few days of learning, growing, and sharing. We are excited to take these insights back to TradePMR as we continue to innovate. Didn’t get a chance to connect with the team? Let us know at [email protected]! #FinancialAdvisor #RIA # FinTech #WealthManagement

It’s no secret, AI is becoming more prevalent in the RIA space. Join TradePMR Chief Client Growth Officer, Bill Coppel, TradePMR Senior Editor Ryan Neal, and Management Consultant Mark Tibergien as they discuss how they think AI will impact the RIA landscape on the latest episode of the Synergize podcast. Subscribe and listen now: Synergize Podcast https://hubs.li/Q02RclZj0 #FinTech #WealthMangement #FinancialAdvisor #RIA

The TradePMR team is excited to kick off the Axxcess Wealth Management 2024 Conference! We are looking forward to a dynamic day filled with connections and insights. Chief Revenue Officer Rob Dilbone, VP of Business Development Rob Bessett, CFA, and Relationship Manager Erin Foster are excited to connect today! You don’t want to miss this! Join Chief Legal Officer Charles Reiling for the Keynote Debate at 4:15 with Michael Seid, CEO of Axxcess Platform. Come experience the TradePMR difference – set up a time to meet with us at [email protected]! #FinancialAdvisor #AxxcessWealth #RIA #FinTech #WealthManagement

In today’s wealth management landscape, RIAs face an evolving set of challenges and opportunities like how to create enterprise value as they transition from running a practice to running and growing a business. While conventional wisdom tells us that “bigger is better,” as RIAs strive to get to the next level should their growth strategies focus on more than just size? In this episode, Management Consultant Mark Tibergien joins co-hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to address this topic. Listen as they explore: ??What’s important for growing firms if it’s not just size ??The difference between “size” and “scale” and why it matters ??Three things growing RIAs might want to avoid You don’t want to miss this episode! Listen and subscribe now: Synergize Podcast https://hubs.li/Q02QNltN0 #WealthManagement #RIA #FinancialAdvisor

Welcome to another edition of TradePMR talks! What does it take to compete as an RIA today? Learn more from Management Consultant Mark Tibergien as Synergize host Bill Coppel, Chief Client Growth Officer at TradePMR, and co-host Ryan Neal, Senior Editor at TradePMR, dive deep into management, strategy, and transition issues in the financial services industry. Plus, join Jon Patullo, Chief Product Officer at TradePMR, as he shares his vision for technology and platform enhancements at TradePMR. Read more here:?

Goodmorning, Carlsbad! The TradePMR team is thrilled for the first day of the Axxcess Wealth Management 2024 Conference. We are looking forward to an action-packed day connecting and sharing with all of you. Chief Revenue Officer Rob Dilbone, Chief Legal Officer Charles Reiling, VP of Business Development Rob Bessett, CFA, and Relationship Manager Erin F. are ready! Experience the TradePMR difference. Set up a time to meet with the team at [email protected]! #FinancialAdvisor #AxxcessWealth #RIA #FinTech #WealthManagement