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 help RIAs grow their business.
Taking place June 2–5 at the JW Marriott in Washington, D.C., this year’s conference is shaping up to be the most transformational SYNERGY yet. Advisors attending can expect to learn the latest about TradePMR’s integration with Robinhood, including details about the forthcoming Referral Marketplace and our vision for a dual-custody Fusion platform.
But don’t just take our word for it. Like everything we do at TradePMR, SYNERGY is all about advisors, so we reached out to some of last year’s attendees to ask them what makes SYNERGY such a special event.
For some, it’s because SYNERGY isn’t “just another conference.” It’s an event where future-focused advisors can see where the industry is heading and learn about new ideas for best practices for their firm..
What Advisors Are Saying About SYNERGY
“This is our opportunity to understand where our partners are trending… We value any guidance from presentations that makes us better on any topic ranging from firm management to client relationships,” said Rosemary Yue, Director of Client Service at Brown Miller Wealth Management. “We come away from Synergy with action items for our firm to better align with industry trends and best practices.”*
For Kenji J. Kimura*, vice president of NorthCare Wealth Management, SYNERGY is an opportunity to connect with other growth-minded RIAs who want to be at the forefront of change and embrace the disruptive innovation that TradePMR and Robinhood aim to bring to the wealth management industry. He also praised the depth of engagement at SYNERGY with industry leaders and subject matter experts from TradePMR.
“SYNERGY delivers a fast-paced, two-day conference which highlights industry advancements, but most importantly allows us to solidify our TradePMR relationships,” Kimura said.
For firms focused on learning the latest about their custodial partner, SYNERGY delivers clarity and direction on TradePMR’s vision for the future.
“SYNERGY was a valuable opportunity to connect with industry peers while gaining insight into the exciting developments ahead for TradePMR,” said Crissa Krikke, Director of Operations & HR at Waterfront Advisors. “There are always meaningful takeaways that can help support our company’s success.”*
What to Expect at SYNERGY26
This year’s event will harness the powerful backdrop of Washington, D.C. — the center of financial policy and regulatory innovation — and bring together advisors, fintech partners, media, and industry thought leaders for four days of learning, connection, and inspiration.
Highlights include:
- An Early Look at the Referral Marketplace and Dual-Custody Fusion Platform: Advisors can experience hands-on demos, roadmap previews, and deep-dive sessions on the capabilities reshaping how wealth management technology supports independent practices.
- Keynotes That Explore the Future of Wealth Management: Hear from Robinhood and TradePMR leadership, policy experts, and prominent external speakers on innovation, regulation, and the evolving client experience.
- Breakout Tracks Built for Real-World Impact: From technology & AI to compliance, growth, operations, and client experience, sessions are designed to equip advisors with actionable insights.
- Networking With RIAs, Vendors, and Product Teams: From sponsor activations to peer roundtables and one-on-one meetups with product managers and executives.
We believe advisors will leave with clarity, connections, and tools they can apply immediately.
If you're focused on growth, innovation, and delivering meaningful client impact, SYNERGY26 is where you want to be.
Registration is now open! Join us in D.C. and be a part of shaping the future of the RIA business.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
TradePMR is a wholly owned subsidiary of Robinhood Markets, Inc.
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*No compensation was paid for this testimonial. This testimonial reflects this attendee’s experience. Your experience may vary.
All third parties listed and TradePMR are unaffiliated companies.
