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The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.
“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]
The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.
By Craig Iskowitz4
1313 ratings
The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.
“I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business.” — Robb Baldwin Robb Baldwin is the founder […]
The post #ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR appeared first on and was written by Craig Iskowitz.

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