TradePMR CEO to RIAs: Wake Up!

Commentary June 02, 2025 at 03:29 PM
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What You Need To Know

  • Too many RIAs are coasting on market returns or M&A, while wirehouse reps are "out-hustling" them, Robb Baldwin said at his firm's conference.
  • TradePMR plans to capitalize on the great wealth transfer through its relationship with Robinhood, which acquired the midsize clearing firm in February.
  • At another conference session, Michael Kitces emphasized the importance of delegating tasks to support staff to maximize efficiency.

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