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Financial industry news and events for RIAs.

TradePMR


Recent posts by TradePMR
4 min read

Robinhood and TradePMR Preview Upcoming Referral Program at SYNERGY25

By TradePMR on Jul 23, 2025 10:14:56 AM

Attendees at the SYNERGY25 conference got a sneak peek of plans to connect TradePMR’s RIAs with Robinhood’s retail investors. At the SYNERGY25 conference, Robinhood revealed an early look at a planned referral program designed to foster ...
Topics: Robinhood
3 min read

SYNERGY25 Recap: TradePMR’s Robb Baldwin on Helping RIAs Seize Opportunities of the Future

By TradePMR on Jul 3, 2025 12:42:55 PM

Technology can scale tools, but only advisors can scale trust. When conditions are changing, true leadership requires one to take stock of the situation, adapt to what’s new, and make the most of future opportunities. That was the message shared by ...
Topics: SYNERGY25
2 min read

TradePMR Announces New Integrations with CRMs to Enhance New Account Opening

By TradePMR on Jun 24, 2025 11:10:54 AM

New connections with Wealthbox and Redtail let Fusion pull data from the CRM directly into Fusion to auto-populate forms with client data. One of TradePMR’s goals is to make it as easy and efficient as possible for independent advisors to open new ...
Topics: Fusion Integrations New Account Opening CRM
4 min read

Focus on Family Wealth: How to Build Financial Wellness Across Generations

By TradePMR on Jun 23, 2025 12:15:21 PM

New research from TradePMR and Absolute Engagement suggests that realigning your practice to serve the entire family instead of a primary client could help advisors achieve sustainable growth across generations. It’s here. We’re in the midst of an ...
Topics: White Paper Next-Gen Wealth Transfer
12 min read

SYNERGY25: Relive How We Unlocked Our Vision of The Future of Wealth Management in Tampa

By TradePMR on Jun 10, 2025 11:14:44 AM

SYNERGY25 wasn’t your typical industry event. It was where strategy met innovation, where vision turned into action, and where RIAs got to experience our vision for the future of wealth management. Hundreds of advisors, fintech innovators, ...
4 min read

Alternative Investments Now Available to TradePMR Advisors

By TradePMR on May 13, 2025 9:44:24 AM

Through new relationships with iCapital and Inspira Financial, we’re responding to increasing advisor demand for access to new products. TradePMR is proud of the technology and service we deliver to independent financial advisors, which have been ...
3 min read

SYNERGY25 Industry Keynotes Announced: Michael Kitces, Julie Littlechild, and Leo Pusateri

By TradePMR on May 6, 2025 12:23:55 PM

Robb Baldwin, TradePMR Founder and CEO, and Vlad Tenev, Robinhood Chairman and CEO headline an exciting agenda that includes so much more! With just a few weeks to go until SYNERGY25, TradePMR’s premier event for RIAs, we’re ready to unlock ...
Topics: SYNERGY25
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
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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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    Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
    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.
    Market volatility, volume, and system availability may impact account access and trade execution.
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