WealthTech Today

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

WealthTech TodayBy Craig Iskowitz

  • 4
  • 4
  • 4
  • 4
  • 4

4

13 ratings


More shows like WealthTech Today

View all
Masters in Business by Bloomberg

Masters in Business

2,180 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

945 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,031 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,168 Listeners

The Long View by Morningstar

The Long View

929 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,582 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

113 Listeners

Barron's Live by Barron's Live

Barron's Live

211 Listeners

Ask The Compound by The Compound

Ask The Compound

337 Listeners

WealthTech on Deck by LifeYield

WealthTech on Deck

17 Listeners

The WealthStack Podcast by Shannon Rosic

The WealthStack Podcast

5 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners