About this episode

Michael Batnick interviews Robb Baldwin about the evolution of the RIA custody business and the impact of Robinhood's acquisition of TradePMR.

On this episode of Talking Wealth, Michael Batnick sits down with Robb Baldwin, CEO of TradePMR, to discuss the evolution of the RIA custody business and what comes next now that TradePMR is part of Robinhood. Robb shares the story behind founding TradePMR, the types of independent advisors the platform was built to serve, and how Robinhood’s entrance into wealth management changes the competitive landscape. They dig into the opportunities to challenge incumbents like Schwab and Fidelity, the changing economics of advisor referral programs, and what TradePMR and Robinhood are building differently. They also explore how custody technology has evolved, why access to the next generation of investors matters for RIAs, and how independent advisors can better compete with the biggest banks and wealth management firms. This episode is sponsored by Exhibit A. Learn more at: https://exhibitaforadvice.com/ For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us On Social Media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter…

People in this episode

Host: Michael Batnick

Guest: Robb Baldwin

Topics covered

• RIA custody business
• wealth management
• independent advisors
• competitive landscape
• custody technology
• investor access

Keywords

• RIA
• custody
• TradePMR
• Robinhood
• independent advisors
• wealth management

Sponsors

Exhibit A

Mentioned in this episode

Organizations: TradePMR, Robinhood, Schwab, Fidelity

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