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RIA referrals, tech and service: How TradePMR by Robinhood pitches advisors
Summary by American Banker
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Financial PlanningReposted by 
American Banker
American BankerRIA referrals, tech and service: How TradePMR by Robinhood pitches advisors
One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a growing rival to the giants of the custody channel.
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