Articles tagged "TradePMR"
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TradePMR sale to Robinhood sends ripples through the RIA industry both for its potential to rival big custodians and for the discount broker's potential clash with fiduciary culture
Robinhood must overcome its history of regulatory pitfalls and win the confidence of TradePMR RIAs, or see them exit to other custodians, industry insiders say.
November 20, 2024 at 4:12 AM
TradePMR brings on four more ex-TDA Apex executives -- not least Marcel Tsai -- to strengthen Jon Patullo's hand in making 'Fusion' a worthy Veo 2.0
TradePMR is continuing its Dark Horse play to exploit the TD Ameritrade RIA niche with a foot-in-the-door strategy with big, profitable RIAs seeking to multi-custody outside Schwab Advisor Services
August 20, 2024 at 4:08 PM
TradePMR scores Jon Patullo in lightning 'coup' after CEO Robb Baldwin took a phone call and lands a key player for his skyrocketing growth strategy
The new chief product officer at the upmarket-bound RIA custodian -- soon to be based in St. Petersburg, Fla. -- has the vison and knowledge of third-party players, like Orion and Black Diamond, that big incoming RIAs want from TradePMR and its CEO.
May 14, 2024 at 1:10 PM
Some TD Ameritrade RIAs are voicing misgivings -- faint compared to the loud attaboys -- about life at Schwab post-conversion, mostly centered on losing Veo system; an advisor says 'it's like 'going back in time 10 years'
The TDA conversion itself 'overdelivered' for 'seamlessness and communication,' but severed relationship with beloved Veo system left some RIAs with postpartum feelings about Veo that could increase as the dust settles, insiders say
September 18, 2023 at 10:46 PM
With a 'loud' RIA custody outburst under ex-Schwabbie, SEI piles onto a mob effort to break Schwab/TDA RIA custody stranglehold
Gabe Garcia is not alone seeing Schwab's ballooning scale as something to pop-- with Envestnet, Altruist, Goldman, LPL, TradePMR and AssetMark all working on new delivery models.
May 5, 2023 at 3:44 AM
Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance
Tax-loss harvest gains may have some home assembly required, says Jeff DeMaso • Adrian Johnstone is now in the driving seat at Practifi • CFP Board spending just topped $150 million • and Vermont shares some Texas thinking on ESG investing.
March 25, 2023 at 1:32 AM
Small RIA custodians eye 400-plus RIAs who may come into play thanks to TD Ameritrade-Scottrade deal -- but with a cultivated calm
Accepting RIA orphans is less automatic than more-the-merrier policy of RIA inclusion that traditionally held sway at TradePMR, Folio Institutional, Trust Company of America, Equity Advisor Solutions and Shareholders Service Group grow, learn and seek profits
June 12, 2017 at 7:36 PM
TradePMR is making RIAs sign a promise to succeed -- to good effect
The low-profile Gainesville, Fla. custodian is using the inked compact to motivate, make hard conversations softer and make purges of the small and stagnant practices less frequent
May 18, 2017 at 11:47 PM
How Schwab's firing of a small RIA as a client became a three-year legal ordeal (Part 1)
Michael Kelly is out to prove he was discriminated against based on his firm's size but Schwab execs say he crossed lines
November 20, 2014 at 9:41 PM
Postscript: What exactly should we make of the T3 phenomenon?
True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote
February 15, 2013 at 6:02 AM
10 things that show the RIA movement is really heating up in 2010: Part I
Observers need a scorecard to keep track of all the advances that RIAs are making
March 22, 2010 at 4:59 AM
Asset Custody Project rolls forward
The scope of the RIABiz plan for 2009 recaps and 2010 outlooks of RIA custodians took on a life of its own
