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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

SYNERGY25: We’re Ready to Unlock Some Fun!

By TradePMR on Apr 24, 2025 4:27:57 PM

A look at some of the exciting activities awaiting SYNERGY25 attendees. SYNERGY25 is well known for bringing together top advisors, great speakers, an industry-defining technology roadmap, and the chance to interact with leadership.
Topics: SYNERGY25
3 min read

SYNERGY25 Starts Here: Introducing Welcome Day

By TradePMR on Apr 11, 2025 12:52:38 PM

Lead Get ready for an interactive experience that encourages discovery, fosters conversations, and helps build relationships with the TradePMR team. SYNERGY, TradePMR’s signature conference for registered investment advisors, is just around the ...
Topics: SYNERGY25
5 min read

Fusion, Integrations, and AI: What TradePMR’s Jon Patullo is Excited to Show at SYNERGY25

By TradePMR on Apr 7, 2025 2:35:50 PM

TradePMR Chief Product Officer Jon Patullo talks about what he’s looking forward to sharing with financial advisors in Tampa. Last year, we were thrilled to announce that Jon Patullo, a distinguished veteran of the RIA technology world, had joined ...
Topics: SYNERGY25
4 min read

TradePMR Adds Two New AI-Powered Copilots to Fusion Sync

By TradePMR on Mar 31, 2025 9:22:19 AM

TradePMR plans to be a leader in the AI era with ClientMeet and ClientIQ, tools built to help advisors spend more time and foster deeper relationships with clients. You can either lead, follow, or get out of the way. When it comes to the emerging ...
Topics: RIA technology Fusion Financial Advisor Technology Artificial Intelligence AI
4 min read

Introducing the Next Generation of TradePMR’s Fusion Technology

By TradePMR on Mar 19, 2025 9:21:29 AM

With new features like modules and an improved login page, we’re making Fusion better for advisors by focusing on three pillars: communications, wayfinding, and ease of doing business. TradePMR listens to the financial advisors who work with us.
Topics: RIA technology Fusion
6 min read

Q&A With TradePMR’s Rob Dilbone: Why He’s Excited for SYNERGY25

By TradePMR on Mar 13, 2025 2:26:32 PM

Lead Chief Revenue Officer Rob Dilbone answers questions about SYNERGY25 and shares what he’s most looking forward to. Now that the deal with Robinhood has officially closed, the TradePMR team is busy getting ready for the next big thing: our annual ...
Topics: SYNERGY25
5 min read

3 Tips for RIAs to Help Build a Successful Team and Retain Talent

By TradePMR on Feb 27, 2025 3:11:45 PM

If RIAs want to make the right hires to help position the firm for growth, these are a few things they can focus on, says Carolyn Armitage, Founder and CEO of RIA Circle and Wealth Management Consulting. If you ever feel like there just aren’t ...
Topics: Synergize
4 min read

SYNERGY25: The Future is Here

By Bret Feldman on Feb 24, 2025 11:30:36 AM

Whether you’re a familiar face or considering attending for the first time, SYNERGY25 is shaping up to be the must-attend conference of 2025. TradePMR’s SYNERGY25 conference is quickly approaching, and I couldn’t be more excited to welcome everyone ...
Topics: RIA technology RIA Customer Service SYNERGY25
3 min read

What to Expect at SYNERGY25: TradePMR's Signature RIA Conference

By TradePMR on Feb 21, 2025 12:46:45 PM

SYNERGY25 returns to TradePMR’s home state of Florida with keynotes from TradePMR founder and CEO Robb Baldwin, Robinhood CEO Vlad Tenev, and more! The agenda for SYNERGY25, TradePMR’s signature conference for registered investment advisors, is now ...
Topics: SYNERGY25
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    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

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    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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