TradePMR

🚨NOW LIVE🚨TradePMR has launched its new national campaign, which aims to reach #RIAs in search of better support from their custodial services provider. The campaign includes a new CNBC commercial featuring TradePMR CEO Robb Baldwin, a former #RIA himself. ⬇ Watch the Commercial Below ⬇ Or tune into @CNBC weekdays now until March 2024. #wealthmanagement #RIAcustodian #RIA #financialadvisor CC: Rob Dilbone, R. Scott Victoria, MBA, CFP®, Charles Reiling, Bill Coppel, Jayne Christian, CFP®, Brian C. Sumner, CFP®,CIMA®, Matthew Vasquez, Rob Bessett, CFA

At TradePMR, our mission is to provide the absolute highest level of support and service to help independent financial advisors reach their goals. We are proud to announce enhancements to the TradePMR – Advyzon integration, including an exclusive discount program offered to TradePMR advisors by Advyzon. Read all the details now: https://hubs.li/Q02GYHRq0 #RIA #FinTech #WealthManagement #FinancialAdvisor

RIAs, are you approaching AI with caution or have you fully embraced all it has to offer? Join Ryan Neal guest host of TradePMR's Synergize podcast, and Sindhu Joseph, MD Founder and CEO of CogniCor Technologies as they explore the realities of AI and what it brings to the table for advisors on the latest episode of TradePMR's Synergize podcast. Listen now and let us know your thoughts on AI below. Synergize Podcast | RIA Growth | TradePMR https://hubs.li/Q02GpR-j0 #FinancialAdvisor #RIA #WealthManagement #AI

There’s little doubt that AI is slated to make waves. Given all the buzz around this emerging technology, we invited technologists, consultants, and entrepreneurs to discuss where they saw the most potential — and risk — for advisors considering the addition of AI to their businesses. Read more: https://lnkd.in/gd-QYDdv #RIA #FinTech #WealthManagement #FinancialAdvisor

On Tuesday, July 30, at 1 PM EST, join TradePMR COO R. Scott Victoria, MBA, CFP® and Advyzon CRO John Mackowiak to learn more about exciting enhancements to the TradePMR – Advyzon integration and the exclusive discount program Advyzon offers TradePMR advisors. Register here: https://hubs.li/Q02GJTBZ0 #RIA #FinTech #WealthManagement #FinancialAdvisor

The latest edition of TradePMR Talks is now available! In this edition, CogniCor Technologies CEO Dr. Sindhu Joseph joins the Synergize podcast to talk about what’s real and what’s fake with AI in the wealth management space. We also recap TradePMR Chief Legal Officer Charles Reiling’s fireside chat at SYNERGY24 with MarketCounsel Consulting President and CEO Brian Hamburger, and Joe Duran, Managing Partner of Rise Growth Partners, shares his thoughts on the evolution of the RIA industry. Read more:  #FinancialAdvisor #RIA #WealthManagement 

Seemingly overnight, artificial intelligence went from science fiction to reality. It’s one of the most talked about technology topics in recent memory, causing many RIAs to wonder just how, and how much, it will impact their businesses. Given all the information – and misinformation – circulating about AI, should RIAs view it as a helpful tool or a threat? Join Ryan Neal guest host of TradePMR's Synergize podcast, and Sindhu Joseph, MD Founder and CEO of CogniCor Technologies as they dive into the realities of AI in the RIA space on our latest Synergize podcast episode. Listen and subscribe now: Synergize Podcast | RIA Growth | TradePMR https://hubs.li/Q02Gqk9B0 #FinancialAdvisor #RIA #WealthManagement #AI

We're #hiring a new Marketing Technology Specialist in Clearwater, Florida. Apply today or share this post with your network.

We're #hiring a new Trading Operations Specialist in Clearwater, Florida. Apply today or share this post with your network.

#SYNERGY24 may have ended a little over a month ago, but we are still in awe of the energy, knowledge, and expertise that our sponsors brought with them to support TradePMR RIAs. From all of us at TradePMR to you, thank you. AdvisorEngine First Clearing Confluence Axxcess Platform Advyzon altPILOT Group Salus GRC Orion Nitrogen PPC LOAN Preferred Capital Securities, LLC Skyway Capital Markets, LLC EncorEstate Plans Oak Street Funding The Oasis Group Panoramix Financial SumRidge Partners Invesco US CircleBlack Smartria® SS&C Technologies CalSurance® American Endowment Foundation Nasdaq Dorsey Wright UI Charitable Advisors Palmer Square Capital Management LLC 11thEstate