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Financial industry news and events for RIAs.

3 min read

SYNERGY26: The Future of Advice is Taking Center Stage in D.C.

By TradePMR on Mar 31, 2026 3:27:29 PM

Join TradePMR and Robinhood at SYNERGY26 in Washington, D.C., to explore the intersection of innovation, regulation, and the next decade of wealth management. The energy for SYNERGY26 is building.
Topics: SYNERGY26
4 min read

Why We Show Up for Each Other: TradePMR, Advyzon, and the Power of Conference Community

By TradePMR on Jan 23, 2026 2:50:50 PM

What meaningful conference sponsorship can look like in today’s RIA ecosystem. Every conference has a purpose. Some are about scale. Others are about spectacle.
Topics: SYNERGY26
4 min read

Why RIAs Attend SYNERGY Conferences

By TradePMR on Dec 16, 2025 1:02:16 PM

SYNERGY26 registration is now live. Join us in Washington, D.C., to help shape the future of wealth management. Registration is officially open for SYNERGY26, TradePMR’s signature event featuring insights, connections, and conversations designed to ...
Topics: SYNERGY SYNERGY26
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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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