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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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