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, forward-thinking professionals, and of-course, the TradePMR team, gathered in Tampa to explore the future of the RIA industry. From power-packed keynotes to waterfront networking and game-changing tech insights, SYNERGY25 delivered an unforgettable week of vision, connection, and momentum.
Here’s a look back at some of the most memorable highlights of an event that was full of them. For those who were there, here’s your chance to relive the experience. For those who weren’t, this is what you missed!
Planning for SYNERGY26 is already underway! Sign up now to hear about the latest.
Welcome Day!
JW Marriott + Anchor & Brine
Advisors who arrived early got a full afternoon of Fusion demos, sneak peeks at the new banking experience, and face time with the TradePMR team. The vibe? Fresh, focused, and future-forward. Then we took it dockside for a sunset reception at Anchor & Brine, where seafood, skyline views, and conversation flowed long after the sun dipped behind the water.
Robb Baldwin Sets the Tone
Robb Baldwin
TradePMR Founder and CEO Robb Baldwin wasted no time. He opened Wednesday with a clear-eyed call to action: the $124 trillion wealth transfer* is happening now, and firms that don’t adapt could be left behind. He shared why he decided to align with Robinhood and showed advisors how he envisions the two firms working together to improve service for current clients while building a runway for the next generation.
A Fireside Chat - TradePMR, Robinhood, and The Road Ahead
Robb Baldwin + Steve Quirk
Robb Baldwin and Chief Brokerage Officer Steve Quirk took the stage for a direct, forward-looking conversation on how the TradePMR+Robinhood partnership could unlock new growth paths for RIAs. From Fusion enhancements to the Advisor Referral Program, this session laid out the framework for what’s coming next.
Bridging the Future - Innovation in the Robinhood Era
Scott Victoria, Bret Feldman, Jon Patullo, Abhishek Fatehpuria
A powerhouse panel featuring Chief Operating Officer Scott Victoria, Director of Service and Operations Bret Feldman, Chief Product Officer Jon Patullo, and VP of Product Management Abhishek Fatehpuria dug into how TradePMR is evolving post-acquisition. From service enhancements to Fusion 2.0, Advisors got a firsthand look at how TradePMR is turning their feedback into action.
How Advisors Can Get a Seat At The Table When A Client Decides to Sell Their Business
Roger Overby + Rob Dilbone
Roger Overby and Rob Dilbone shared strategies RIAs can use to guide business-owning clients through liquidity events and forge deeper relationships. The conversation centered on adding value where it matters most.
Investing in the Age of Intelligence
Brian Huckstep, Ted Hovivian, Bill Mann, Moderated by Craig Iskowitz
Panelists from Advyzon, iCapital, and Motley Fool explored how artificial intelligence is helping transform the advisor toolkit and how to leverage it without losing the human edge. Moderated by Craig Iskowitz, the session struck a balance between innovation and impact.
Evening Reception - Raising a Glass with Gladstone
Gladstone Sponsor Reception
After a full day of content, we reconnected with cocktails and conversation. Hosted by Gladstone, this reception mixed good drinks with even better dialogue and gave everyone a chance to reflect, recharge, and dive deeper with peers and partners alike. These are the connections that can only happen face-to-face.
Vlad Tenev Addresses TradePMR Advisors
Vlad Tenev + ROBB BALDWIN
Robinhood CEO and Chariman Vlad Tenev sat down with Robb Baldwin for a no-filter conversation about innovation, advisor evolution, and the big bets shaping the company’s future. From self-custody to tokenization, Vlad pulled back the curtain on what’s next and how advisors can position themselves to lead. Bold predictions, real-time transparency, and an unmistakable message: advisors who lead with curiosity could shape the future.
“The Four Factors That Really Drive Advisor Productivity”
Michael Kitces
Michael Kitces brought the data, the insights, and his signature "Nerd’s Eye View" to a packed room. Kitces revealed what his research shows are the four real factors that help move the productivity needle inside advice-centric firms. It’s not about tech; it’s about time, confidence, and leverage.
You Are the Value - Owning the Client Conversation
Leo Pusateri
Leo Pusateri fired up the room with an interactive keynote on the “Value Ladder” and seven critical questions every advisor must answer with clarity and conviction. It was part personal branding workshop, part mindset reset, and all about helping advisors stand out in the moments that matter most.
Taking Action on The Great Wealth Transfer
Julie LittleChild
Julie Littlechild walked advisors through a data-driven game plan to engage both current clients and the next generation. Drawing on new research sponsored by TradePMR, this session helped advisors turn a looming challenge into a major opportunity for long-term relevance.
A Professional Investor’s Guide to Crypto
Matt Hougan
Matt Hougan from Bitwise made the case for Bitcoin in modern portfolios. Institutional momentum, growing clarity, and the “digital gold” narrative came together in a session that helped advisors understand crypto’s role for the long-term investor.
JOMO With AdvisorEngine
Rich Cancro
AdvisorEngine’s Rich Cancro delivered a fresh take on digital discipline. His advice? Embrace the “Joy of Missing Out” and resist shiny-object syndrome. JOMO, he explained, could be the key to scaling smart and staying focused in a noisy tech landscape.
Fireside Chat with Robinhood’s Legal Leadership on the Regulatory Crossroads Facing Advisors
Dan Gallagher + Lucas Moskowitz
Dan Gallagher and Lucas Moskowitz of Robinhood Markets Inc. unpacked the shifting regulatory terrain, from SEC priorities to advisor compliance best practices. Candid, current, and straight from the source, this session helped advisors prepare for what’s coming next in the compliance world.
Closing Night Reception - Sugar Ray Live!
May 29 | Sugar Ray + TONIC'S Emerson Hart
We closed out SYNERGY25 the only way we know how: With live music, packed dance floors, and serious ‘90s nostalgia. Sugar Ray and Emerson Hart brought the energy (and the hits), and the ballroom turned into a full-on celebration of everything we’d learned, shared, and built together. This wasn’t just a closing reception, it was a vibe.
For everyone who attended, thank you for reminding us all why community matters, and why the future of wealth management is anything but ordinary.
If you missed it this year, we hope you’re feeling the FOMO, and making plans to be there next time. We’re just getting started.
Until Next Time…
*Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048, December 5, 2024, https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048
