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4 min read
Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria
By TradePMR on May 10, 2024 3:41:48 PM
TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics:
RIAs
SYNERGY
Custodial Service Providers
Financial Advisor Technology
Custodial Platform
Artificial Intelligence
4 min read
Human Connections Are Primed to Flourish, Even in Our AI World
By TradePMR on Mar 4, 2024 2:34:45 PM
AI is already impacting your business. Here’s why you shouldn’t be ignoring it. Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral ...
Topics:
RIA practice
Technology
webinar
Wealth Management
Artificial Intelligence
CE Credits
4 min read
TradePMR Announces Fall RIA Conference Lineup
By TradePMR on Sep 19, 2023 3:00:15 PM
TradePMR Chief Growth Officer, Bill Coppel, to take the stage and discuss the intersection of AI and the wealth management space. GAINESVILLE and TAMPA, Fla. – September 13, 2023 - TradePMR, a technology and custodial services provider for ...
Topics:
Press Release
FinTech
Advisor Evolution Sciences
Conferences
Artificial Intelligence