Business wire
The new publication is the industry’s first forum for exclusively sharing personal perspectives from wealth management professionals
TradePMR Debuts “RIA Reflections,” a Story-Sharing Platform by RIAs, for RIAs
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Hannah Dixon
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TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today announced the launch of “RIA Reflections,” the wealth management industry’s first publication dedicated to personal stories within the RIA community. The new publication is designed to provide a media platform for wealth management professionals to share their personal experiences, background stories and unique insights with the industry. Featuring compelling first-person narratives from financial advisors, executives and thought leaders, “RIA Reflections” offers a unique window into the lives of those in wealth management and financial planning. It aims to foster a deeper connection within the industry by bringing forward the diverse perspectives that shape the RIA landscape.
Reporting on the wealth management industry as a journalist for nearly a decade, TradePMR’s senior editor Ryan Neal had the opportunity to connect with advisors from a myriad of backgrounds and various walks of life. He realized they each had a story to tell. With “RIA Reflections,” Neal and TradePMR aim to create a platform for industry professionals to tell their stories about the financial advice business. Neal uses his reporting background to discover why advisors began serving a specific niche, how they helped a client get through a difficult time, the steps they took to achieve a remarkable goal and many other anecdotes that exemplify the independent advisor experience.
“Financial advice is a relationship business,” said Neal. “Most advisors know it's about more than just money; it’s about helping people pursue their goals. It’s about building authentic connections and being a trusted human advisor in an era of misinformation, artificial intelligence and conflicted salespeople.”
“In establishing TradePMR, I sought to create a custodial platform distinctly focused on RIAs and their specific needs,” added Robb Baldwin, president and chief executive officer of TradePMR. “This is a media platform created with the same intention — to share the unique stories within our industry with our peers, so we can continue to learn and grow together. We hope 'RIA Reflections' will serve as a voice for the wealth management industry, and we can’t wait to see how our new platform could facilitate conversation, information sharing and, ultimately, growth and community for financial professionals.”
Along with the Synergize podcast, “RIA Reflections” reflects TradePMR’s long-standing commitment to advocating for RIAs and helping them grow and better serve their clients.
The launch of “RIA Reflections” builds on exciting momentum for TradePMR. Late last year, the firm introduced Fusion SYNC and its new account opening capabilities, which followed closely on the announcement of four industry veteran hires to bolster its technology offerings for advisors and their clients.
To learn more about “RIA Reflections” or to share your story, email senior editor Ryan Neal, rneal@tradepmr.com.
ABOUT TRADEPMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
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