Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors.
GAINESVILLE and TAMPA, Fla. – May 16, 2024 - TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today released further details of its annual SYNERGY conference, which kicks off next week in Las Vegas from May 21 through May 24. Celebrating its 25th anniversary, TradePMR will bring together growing RIAs from across the nation for three days of learning, collaborating, and sharing best practices for success. With the theme “Limitless,” this year’s SYNERGY conference is designed to help independent RIAs reach new heights in the areas of operations, services, and technology.
SYNERGY24 will offer independent advisors the opportunity to network with their industry colleagues and peers, giving them access to fresh ideas and tools as they gain insights from top thought leaders. The event is expected to draw more than 250 in-person attendees. The agenda includes an opening keynote address by TradePMR President and Chief Executive Officer Robb Baldwin, as well as a full slate of panel discussions from members of the TradePMR team, forward-thinking RIA leaders, and industry vendors, including:
- Carrie Nelson, founder and CEO of Atlas Point
- Marc Butler, founder and CEO of Wealth Management GPT
- Dani Fava, chief strategy officer of Carson Group
- Brian McLaughlin, president of Orion Advisor Technology
- Joel Bruckenstein, founder of T3 Technology Tools for Today
- Rich Cancro, founder and CEO of AdvisorEngine
- Beth Haddock, chief legal officer of AdvisorEngine
- Steve Harvill, founder of Creative Ventures
- Brian Hamburger, president and CEO of MarketCounsel
- Joe Duran, managing partner of Rise Growth Partners
“SYNERGY is where innovation meets collaboration for advisors, and we are excited to showcase what our team has been tirelessly and diligently developing on their behalf,” says Baldwin. “In our 25th year, our commitment to empowering growth-minded independent RIAs remains resolute. We are dedicated to offering the services and technology that will continue to propel advisors as they redefine the independent landscape.”
In Las Vegas, TradePMR is set to reveal its latest initiatives, offering advisors in attendance exclusive access to personalized training sessions and a sneak peek at upcoming workflows and integrations. During Baldwin’s highly anticipated keynote address, attendees will be the first to hear of what TradePMR believes is groundbreaking technology tailored to propel the Advisory firms’ growth. In honor of TradePMR’s 25th anniversary, guests will also be treated to a live performance by The Spazmatics, along with a range of exciting activities including golf, thrilling Jeep off-road adventures, and exotic supercar racing.
Guests can anticipate a wealth of insights and innovations from industry leaders and top-tier products, courtesy of our partner sponsors: AdvisorEngine, First Clearing, Confluence, Axxcess Platform, Advyzon, altPILOT Group, Salus GRC, Orion, Nitrogen, PPC Loan, Preferred Capital Securities and Skyway Capital Markets.1
SYNERGY24 is free to attend for financial advisors. Those interested in attending the conference can register at synergy.tradepmr.com. To remain updated on the event throughout the week, follow TradePMR's social media accounts on Twitter, LinkedIn, Facebook or Instagram or by searching the hashtag #SYNERGY24.
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 privately-held 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.
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1 Speakers and sponsors of SYNERGY24 are separate and unaffiliated with TradePMR. Their views may not necessarily reflect those of TradePMR. Sponsorship is not an endorsement of the product and goods offered.
