The agenda for SYNERGY25, TradePMR’s signature conference for registered investment advisors, is now live!
After celebrating our 25th anniversary in Las Vegas in 2024, SYNERGY25 returns to TradePMR’s home state of Florida for four days of looking ahead to the future of wealth management. With $124 trillion in assets expected to transfer1 from Baby Boomers to their heirs, SYNERGY25 is focused on how TradePMR can help position RIAs to serve this great wealth transfer and potentially unlock new growth for their business.
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 designed to connect independent financial advisors with a new generation of investors.
Robb will join Robinhood CEO Vlad Tenev and Chief Brokerage Officer Steve Quirk on stage for a fireside chat on how Robinhood, which serves more than 24 million funded customer accounts, plans to enter the wealth management space by combining cutting-edge technology with the skills of fiduciary advisors. Advisors who attend SYNERGY25 will be among the first to hear directly from the executives about their outlooks and strategies, including plans for an innovative new client referral program.
Attendees will also get an early look at the roadmap for TradePMR’s Fusion platform and service under Robinhood with a keynote from TradePMR Chief Operating Officer Scott Victoria, Service and Operations Director Bret Feldman, and Chief Product Officer Jon Patullo.
Everything kicks off Tuesday, May 27, with the SYNERGY Welcome Day: A unique event where you can spend one-on-one time with TradePMR’s leadership team and get a preview of some of the latest features coming to TradePMR's Fusion platform. The half-day session will also offer an opportunity to meet experts from our Trading, Operations, and Advisor Services teams, and office hours with TradePMR’s product team for hands-on training sessions.
SYNERGY25 will close out Friday, May 30, with exciting events that take advantage of some of the best that Tampa has to offer. Jet ski or kayak through the city’s beautiful waterfront; discover the art of cigar making in a tour of El Relog, the only cigar factory still operating in Ybor City; or blast off on Bay Rocket, a 2800 horsepower jet boat.
Throughout the conference, SYNERGY25 will provide opportunities for attendees to network with peers and a variety of companies in the Fusion Vendor Network, including marquee sponsors Skyway Capital, iCapital, and Advisor Engine.
We still have plenty more up our sleeve, including mainstage sessions, keynote speakers, and a closing night concert, so make sure to stay tuned to our blog and sign up for our newsletter for future announcements.
Registration for SYNERGY25 is now open for TradePMR advisors.
If you’re not a current client, reach out to events@tradepmr.com to learn how you can attend SYNERGY25 as a hosted advisor.
If you want to explore opportunities to sponsor SYNERGY25, please email vendormarketing@tradepmr.com.
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 Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048, Cerulli Associates, Published Dec. 5, 2024.