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Financial industry news and events for RIAs.

4 min read

TradePMR by Robinhood Brings Advisor IPO Access to Independent Advisors

By TradePMR on Jun 8, 2026 12:00:35 PM

TradePMR is now offering RIAs the ability to participate in IPOs on behalf of their clients— bringing institutional-level access to independent advisors on the Fusion platform. The IPO market is seeing increased activity.
Topics: Robinhood
3 min read

How Technology and Trust Will Shape the Next Generation of Investors

By TradePMR on Nov 4, 2025 11:08:46 AM

The investing landscape is shifting faster than ever — and so are the expectations of investors. At Hood Summit 25, TradePMR got a firsthand look at how Robinhood is building to meet those expectations, and what it could mean for the future of ...
Topics: Robinhood
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
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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.

    Copyright 2020-2026, TradePMR, Inc.
    Securities offered through TradePMR 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.
    TradePMR, 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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