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
2 min read
TradePMR Announces New Integrations with CRMs to Enhance New Account Opening
New connections with Wealthbox and Redtail let Fusion pull data from the CRM directly into Fusion to auto-populate forms with client data. One of TradePMR’s goals is to make it as easy and efficient as possible for independent advisors to open new ...
Topics:
Fusion
Integrations
New Account Opening
CRM
4 min read
Focus on Family Wealth: How to Build Financial Wellness Across Generations
New research from TradePMR and Absolute Engagement suggests that realigning your practice to serve the entire family instead of a primary client could help advisors achieve sustainable growth across generations. It’s here. We’re in the midst of an ...
Topics:
White Paper
Next-Gen
Wealth Transfer
12 min read
SYNERGY25: Relive How We Unlocked Our Vision of The Future of Wealth Management in Tampa
SYNERGY25 wasn’t your typical industry event. It was where strategy met innovation, where vision turned into action, and where RIAs got to experience our vision for the future of wealth management. Hundreds of advisors, fintech innovators, ...
4 min read
Alternative Investments Now Available to TradePMR Advisors
Through new relationships with iCapital and Inspira Financial, we’re responding to increasing advisor demand for access to new products. TradePMR is proud of the technology and service we deliver to independent financial advisors, which have been ...
3 min read
SYNERGY25 Industry Keynotes Announced: Michael Kitces, Julie Littlechild, and Leo Pusateri
Robb Baldwin, TradePMR Founder and CEO, and Vlad Tenev, Robinhood Chairman and CEO headline an exciting agenda that includes so much more! With just a few weeks to go until SYNERGY25, TradePMR’s premier event for RIAs, we’re ready to unlock ...
Topics:
SYNERGY25
3 min read
SYNERGY25: We’re Ready to Unlock Some Fun!
A look at some of the exciting activities awaiting SYNERGY25 attendees. SYNERGY25 is well known for bringing together top advisors, great speakers, an industry-defining technology roadmap, and the chance to interact with leadership.
Topics:
SYNERGY25
3 min read
SYNERGY25 Starts Here: Introducing Welcome Day
Lead Get ready for an interactive experience that encourages discovery, fosters conversations, and helps build relationships with the TradePMR team. SYNERGY, TradePMR’s signature conference for registered investment advisors, is just around the ...
Topics:
SYNERGY25
5 min read
Fusion, Integrations, and AI: What TradePMR’s Jon Patullo is Excited to Show at SYNERGY25
TradePMR Chief Product Officer Jon Patullo talks about what he’s looking forward to sharing with financial advisors in Tampa. Last year, we were thrilled to announce that Jon Patullo, a distinguished veteran of the RIA technology world, had joined ...
Topics:
SYNERGY25
