TradePMR Bets on Referral Program, Tech in Robinhood Deal

Published on December 11, 2024

TradePMR's Robb Baldwin outlines the value the deal brings to RIAs, including a more tech-driven referral program and back-office systems not built on legacy platforms.

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State Street: Use of Model Portfolios Leads to Happier Clients

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The firm’s research found that investors with assets in model portfolios are happier with their advisors. It also found that 54% of advisors now use custom-built models.

Homrich Berg Lands $6.4B Maryland RIA

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The acquisition of Maryland-based multi-office and RIA WMS Partners will boost Homrich Berg’s total assets under management above $24 billion, according to the firm.