TradePMR Announces Fall RIA Conference Lineup

×

Error message

  • Notice: Undefined property: stdClass::$ds_changed in eval() (line 16 of /var/www/7/modules/php/php.module(80) : eval()'d code).
  • Notice: Undefined property: stdClass::$ss_search_api_url in eval() (line 20 of /var/www/7/modules/php/php.module(80) : eval()'d code).
  • Notice: Undefined property: stdClass::$tm_title in eval() (line 20 of /var/www/7/modules/php/php.module(80) : eval()'d code).
  • Notice: Undefined property: stdClass::$ds_changed in eval() (line 16 of /var/www/7/modules/php/php.module(80) : eval()'d code).
  • Notice: Undefined property: stdClass::$ss_search_api_url in eval() (line 20 of /var/www/7/modules/php/php.module(80) : eval()'d code).
  • Notice: Undefined property: stdClass::$tm_title in eval() (line 20 of /var/www/7/modules/php/php.module(80) : eval()'d code).

GAINESVILLE, Fla. and TAMPA, Fla., Sept. 19, 2023 /PRNewswire/ -- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced the conferences that it will be hitting the road in support of the wealth management and fintech industry during the second half of 2023. The firm is attending conferences to meet with growth-minded advisors in person about the trends impacting their businesses including new RIA software and evolving RIA custodial platforms.

Metadata
Provider: 
PR NewswirePR Newswire
Retrieved on: 
Tuesday, September 19, 2023
Information
Tags: 
RIA, LLM Communications, Artificial intelligence, AI, RIAS, Coppel, Financial adviser
Geotags: 
FLORIDA
Organisation: 
TRADEPMR
Summary
Key Points: 
  • "Conferences are a great venue for our team to hear about the trends impacting advisors, and what we can do at TradePMR to help them seize their opportunities."
  • In addition to attending and sponsoring these events, TradePMR Chief Client Growth Officer, Bill Coppel , will be hosting sessions at the Nitrogen Fearless Investing Summit and Bob Veres' Insider's Forum.
  • Coppel will be addressing one of the most hot-button topics in the industry: artificial intelligence (AI).
  • To connect with the TradePMR team in person at one of these conferences, email [email protected] .


TradePMR Announces Fall RIA Conference Lineup

TradePMR Chief Growth Officer, Bill Coppel, to take the stage and discuss the intersection of AI and the wealth management space.

GAINESVILLE, Fla. and TAMPA, Fla., Sept. 19, 2023 /PRNewswire/ -- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced the conferences that it will be hitting the road in support of the wealth management and fintech industry during the second half of 2023. The firm is attending conferences to meet with growth-minded advisors in person about the trends impacting their businesses including new RIA software and evolving RIA custodial platforms.

TradePMR will be attending:

"We've always believed that we can only learn so much from our offices – to get a true pulse check on where the industry is today, we need to meet in person with RIAs," said Robb Baldwin, Founder and CEO of TradePMR. "Conferences are a great venue for our team to hear about the trends impacting advisors, and what we can do at TradePMR to help them seize their opportunities."

In addition to attending and sponsoring these events, TradePMR Chief Client Growth Officer, Bill Coppel, will be hosting sessions at the Nitrogen Fearless Investing Summit and Bob Veres' Insider's Forum. Coppel will be addressing one of the most hot-button topics in the industry: artificial intelligence (AI). Specifically, he will dive into how RIAs can reimagine their approach to succeed in a world dominated by AI and large language models (LLMs).

"AI is no longer science fiction – it's becoming an incredibly powerful tool that is reshaping how we do business," added Coppel. "As AI and LLMs continue to generate more authentic interactions, advisors need to adjust their approach to provide enhanced value to clients and prospects. While this will be a challenge for RIAs, I believe it's also a massive opportunity to build deeper, more impactful client relationships – mixing a streamlined RIA tech stack with a modern approach to client engagement."

For more information about TradePMR, visit https://www.tradepmr.com/home.

To connect with the TradePMR team in person at one of these conferences, email [email protected].

About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisers (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.

Follow TradePMR on Twitter, Facebook, and LinkedIn for the latest news, updates, and event information.

Securities are offered through Trade-PMR, Inc. TradePMR is not affiliated with DeVoe, Nitrogen, Forbes/Shook, Bob Veres, Advisor Hub or Market Counsel.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/tradepmr-announces-fall-ria-conference-lineup-301932473.html

SOURCE TradePMR

Copyright: 
2023 PR Newswire. All Rights Reserved.