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Financial industry news and events for RIAs.

6 min read

AI for Financial Advisors Takes a Step Forward at SYNERGY26

By TradePMR on Aug 4, 2026, 12:09:33 PM

TradePMR by Robinhood announced Robinhood Cortex for Advisors, an AI embedded directly into the Fusion platform at no added cost for advisors, alongside a range of other insights. Artificial intelligence and its impact on financial advisors ...
Topics: SYNERGY26 Post SYNERGY26 SYNERGY26 Featured
6 min read

At SYNERGY26, SEC and Treasury Leaders Invite RIAs to the Policy Table

By TradePMR on Jul 15, 2026, 10:01:57 AM

Speakers discussed crypto, AI, private markets, and why regulators want more direct input from independent advisors. Advisors gained rare access to policymakers helping shape the future of wealth management at this year’s SYNERGY26 conference.
Topics: SYNERGY26 Post SYNERGY26 SYNERGY26 Featured
13 min read

SYNERGY26 in Photos: A Look Back at Washington, D.C.

By TradePMR on Jul 2, 2026, 12:56:55 PM

We couldn't think of a better backdrop for SYNERGY26 than our nation's capital. Held amid celebrations for the United States' 250th anniversary, Washington, D.C., set the stage for three days focused on democratizing finance and the value of ...
Topics: SYNERGY26 Post SYNERGY26 SYNERGY26 Featured
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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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