What sparked the evolution of RIAs?

In this episode, Rusty Sommer sits down with Robb Baldwin, CEO of TradePMR, at the Market Council Summit in Las Vegas. Together, they have a candid conversation on the history and evolution of the Registered Investment Advisor (RIA) sector and the current trends shaking up the landscape. From the entrepreneurial spirit that fuelled the RIA space to recent developments as Trade PMR joins forces with Robinhood, this episode provides a fresh perspective on where the industry is heading.

Robb discusses:

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• (01:54) The early entrepreneurial days of the RIA industry and its impact on modern practices 
  
• (03:33) Major trends influencing the RIA space, such as roll-ups and aggregation
  
• (05:16) The importance of supporting advisor independence with effective technology and service 
  
• (06:23) Why the partnership with Robinhood is pivotal for the future of both companies 
  
• (11:47) Enhancing client experience through technology to cater to all generations
  

Tune in to explore how these dynamics shape the future of wealth management and trading technology.

Connect with Robb Baldwin:

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• LinkedIn: Robb Baldwin
  
• Trade PMR
  
• LinkedIn: Trade PMR
  

Connect with Rusty Sommer:

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• Rusty.sommer@flyerft.com 
  
• LinkedIn: Rusty Sommer
  
• Flyer Financial Technologies
  
• LinkedIn: Flyer Financial Technologies
  
• Twitter: Flyer_FT
  

About our Guest: 

With over 30 years of experience in the brokerage and RIA industry, Robb Baldwin is the founder, president, and CEO of TradePMR, a technology and custodial services provider for RIAs. Robb is passionate about empowering advisors to achieve their true independence and deliver exceptional service to their clients.

Robb founded TradePMR in 1998 after facing a challenging transition in his own RIA firm due to a merger of two major custodians. He saw the need for a better solution that would combine innovative technology, extraordinary support, and seamless workflow for RIAs. Under his leadership, TradePMR has grown to serve RIAs across the country, earning recognition for its award-winning Fusion platform and its customer satisfaction. Robb holds multiple securities licenses registered with TradePMR, and he continues to drive the firm’s vision and mission to provide the best technology and service in the industry.