What to Expect at SYNERGY25: TradePMR's Signature RIA Conference
“Headlining the event is TradePMR founder and CEO Robb Baldwin , who will lay out his vision for joining forces with Robinhood to build an RIA custody platform.”
SYNERGY25 returns to TradePMR’s home state of Florida for four days of looking ahead to the future of wealth management. Get a first look at the agenda, designed to help RIAs unlock new growth for their business.
SYNERGY25: The Future is Here
“Take it from someone who attended for the first time last year: this is a special conference.”
Whether you’re a familiar face or considering attending for the first time, hear what Bret Feldman , TradePMR’s Director of Service and Operations, has to say about this must-attend conference.
Join Us May 27 – 30 in Tampa Bay for SYNERGY25
LISTEN: Ep. 20 of the Synergize Podcast
Moving client conversations beyond money to life.
Synergize hosts Bill Coppel , Chief Client Growth Officer at TradePMR, and Ryan Neal , Senior Editor at TradePMR, welcome Meir Statman , Professor of Finance at Santa Clara University, to discuss practical ways that advisors can add value beyond the portfolio..
Vendor Spotlight: Syntax
Syntax Data is a direct-to-index platform supporting customized investment solutions at scale.?
Available as a single sign-on in Fusion, use Syntax Data to create and?manage a range of rules-based indexes and portfolios. Want to learn more? Reach out to?[email protected].
?? TradePMR Coming to a City Near You!
How to connect with us in person over the coming months.?
If your firm is interested in meeting with the TradePMR team at or near any of these conferences, please email?[email protected].
Ready to start a conversation? Email [email protected]
We can dive into your business and help you determine if TradePMR could be the right fit to meet your needs and support your future. Get your hands on the TradePMR RFP Kit and discover if we have the solutions you've been seeking.
Let's connect.
TradePMR and Syntax are separate and unaffiliated companies.?
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