3 min read
TradePMR Named “Industry Disruptor of the Year” at ThinkAdvisor Luminaries Awards
The recognition underscores TradePMR’s advisor-first philosophy, rapid innovation, and the growing momentum behind the Fusion platform as we prepare for a transformative 2026. Thursday night in New York City, TradePMR and Robinhood were honored as ...
4 min read
How RIAs Are Using Asset Match to Drive Conversations and Add Value
TradePMR’s Asset Match program offers RIAs an unlimited* 50 bps cash match on eligible deposits—an industry-first designed to shorten sales cycles and strengthen client relationships. Whether finalizing the onboarding of a new prospect or ...
3 min read
How Technology and Trust Will Shape the Next Generation of Investors
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
3 min read
Democratizing Financial Advice: TradePMR Launches Asset Match for RIAs*
With a 50 bps match on eligible deposits, RIAs gain a powerful new tool to help win and keep clients. For years, retail investors have enjoyed cash bonuses, account credits, and other perks to get them to switch financial services providers.
Topics:
Asset Match
3 min read
Advisors Have a Golden Opportunity for Regulatory Self-Advocacy
RIAs have a chance to change the rules governing their firms—if they’re willing to make their voices heard. The only thing certain in the wealth management industry, it seems, is death, taxes, and changing regulations.
Topics:
SYNERGY25
4 min read
Synergy25 Recap: Delivering Value in Every Way Possible
Robb Baldwin and Steve Quirk discussed what the Robinhood acquisition of TradePMR will mean for advisors. Robinhood’s acquisition of TradePMR is all about delivering value. It’s a combination that we believe can redefine client service and ...
Topics:
Robb Baldwin
SYNERGY25
4 min read
SYNERGY25 Recap: Robb Baldwin and Vlad Tenev Discuss Innovation, Entrepreneurship, and a Better Family Office
Plus, Vlad shared how his own experience in wealth management is shaping his vision for the industry’s future. In one of the most anticipated centerstage conversations at SYNERGY25, Robinhood CEO and co-founder Vlad Tenev and TradePMR CEO and ...
4 min read
Robinhood and TradePMR Preview Upcoming Referral Program at SYNERGY25
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
3 min read
SYNERGY25 Recap: TradePMR’s Robb Baldwin on Helping RIAs Seize Opportunities of the Future
Technology can scale tools, but only advisors can scale trust. When conditions are changing, true leadership requires one to take stock of the situation, adapt to what’s new, and make the most of future opportunities. That was the message shared by ...
Topics:
SYNERGY25
