TradePMR

Built by an RIA for RIAs, TradePMR works with growth-minded independent RIAs, providing custodial services and innovative technology tools.
Member FINRA/SIPC

[TradePMR @TradePMR]

At SYNERGY26, TradePMR by Robinhood brought independent advisors together with SEC and Treasury perspectives for timely conversations on crypto, AI, private markets, and regulatory engagement.

The takeaway: RIAs have a valuable voice in Washington.

Read the recap: https://t.co/xGPCxDlFmz

#SYNERGY26 #RIA #AdvisorAdvocacy #WealthManagement

[TradePMR @TradePMR]

#SYNERGY26 delivered.
Earlier this month, we joined Robinhood in bringing together advisors and builders in D.C. to show the wealth management industry what happens when you combine RIA-centric custody with world-class retail innovation.

From the launch of Robinhood Advisor Network to introducing Robinhood Cortex for Advisors, a new embedded AI-powered assistant, we’re helping build the tools that empower advisors to move at the speed of the markets.

Huge thanks to the employees, advisors, and partners who operated at a high bar to make this event a success.
#WealthManagement

[TradePMR @TradePMR]

That’s a wrap on Wealth Management EDGE! 

Thank you to all the advisors, partners, and industry leaders who stopped by Booth #602 and attended the "Building for the Next $5B" panel. The discussions around scaling operations and the future of the RIA space were incredibly inspiring. We are proud to be building the technology that helps advisors reach that next level.

Let’s keep the momentum going. If we didn't get a chance to connect, or if you want to continue our conversation, reach out to us at [email protected]. Safe travels home, everyone! ✈️

#WME #WealthManagement #EDGE 

Wealth Management and TradePMR are unaffiliated companies.

[TradePMR @TradePMR]

At #SYNERGY26, Grace Arnold took the mainstage for a live recording of the Synergize Podcast.

Grace built her own practice after a layoff. She launched “Girl Math with Grace” to reclaim a phrase she viewed as diminishing women and flip it into something empowering.

Her article in RIA Reflections, “A Letter for My Daughters,” is for every woman who was never taught the language of finance, every client who led with shame instead of questions, and every girl who absorbed the wrong message about “girl math.”

Read the full letter here: https://t.co/6Yl7hZxGvs

Grace Arnold and TradePMR are unaffiliated companies.

[TradePMR @TradePMR]

Thank you to First Clearing for being a fantastic sponsor at #SYNERGY26!

Their team's deep dive into the Advisor Gateway platform highlighted how bringing tools, data, and workflows into one unified place can help reduce friction and drive scalable growth. We are grateful for their continued partnership and commitment to powering the advisor experience of the future.

Thank you FirstClearing for your support and insights!

#WealthManagement #WealthTech #RIA #TradePMR

[TradePMR @TradePMR]

We are LIVE at Wealth Management EDGE in Boca Raton! ☀️

Come find the TradePMR team at Booth #602 to discuss AI-driven operations, serving UHNW clients, and scaling your practice.

Don't forget to catch Director of Advisor Operations Bret Feldman alongside Derrick Kinney, Matt Matrisian, and Rachel Elson for the panel: "Building for the Next $5B."

See you on the floor! 👋

#WME #WealthManagement #EDGE
Wealth Management and TradePMR are unaffiliated companies.

[TradePMR @TradePMR]

We are working to bring the power of the Robinhood ecosystem directly to independent advisors. Soon, eligible RIAs on TradePMR will have access to new investment products to differentiate their offering to clients, including:

• Advisor IPO Access*: Giving advisors the ability to invest in companies at their IPO price on behalf of their clients as they become available to the general public.

Learn more: TradePMR by Robinhood Brings Advisor IPO Access to Independent Advisors https://t.co/2UUU6Pv3W5

[Noah Hamman @HammanShares]

Also @TradePMR is a $HOOD company! @vladtenev

[AdvisorShares @AdvisorShares]

We're excited to be at @TradePMR SYNERGY26 this week in Washington, D.C.

Caeli and Carrter are on-site and ready to talk active ETFs, thematic investing opportunities, and what's new across our lineup!

Stop by for a cap, an umbrella, and a few giveaways while you're here but most importantly, stop by for a conversation about markets, portfolios, and active management in today's environment.

See you at the booth.

[Pulse 2.0 @pulse2news]

Robinhood And TradePMR Launch Advisor Network, AI Tools, And New Investment Access For RIAs: Robinhood and TradePMR announced a series of new products and services for registered investment advisers (RIAs) and their clients at the SYNERGY26 conference in… https://t.co/xzzDk7dpep

[TradePMR @TradePMR]

In an AI-driven world, it's easy to get caught up in the hype and lose sight of what's real. But are you applying that same level of scrutiny when evaluating your own firm?

Today at #SYNERGY26, join Rich Cancro, CEO and Founder of AdvisorEngine, for his breakout session: "Are you winning or are you just busy?" He will reveal the three critical areas in your business that might be hiding inconvenient truths and show you how to gain true insight into the future health of your firm.

Check the event app for the session time and room location so you don't miss these valuable insights!

Thank you @AdvisorEngine for your sponsorship!

#WealthManagement #WealthTech #RIA #TradePMR
AdvisorEngine and TradePMR are unaffiliated companies.

[TradePMR @TradePMR]

Reducing friction across your daily tasks starts with bringing your tools, data, and workflows into one unified platform.

Today at #SYNERGY26, join First Clearing to explore "Advisor Gateway: Powering the Advisor Experience." They will be showcasing how to streamline your day-to-day operations and create a more seamless experience so you can spend less time navigating systems and more time focused heavily on your clients.

Check your SYNERGY26 agenda to catch this session today.

Thank you First Clearing for your sponsorship!

#WealthManagement #WealthTech #RIA #TradePMR

[TradePMR @TradePMR]

D.C. looks good on you. 🏛️

We kicked things off yesterday with hands-on platform deep-dives and an unfiltered look at regulation from Robinhood’s Chief Legal and Compliance Officer, Dan Gallagher, followed by our welcome reception at the Hay-Adams sponsored by iCapital.

Today, we took the main stage. Robb Baldwin and Steve Quirk laid out the 10-year vision for TradePMR and Robinhood. We officially announced upcoming RIA access to IPOs and Robinhood Ventures, mapped out the future of the Fusion platform, and hosted SEC Commissioner Mark Uyeda for a candid fireside chat.

Thank you to everyone who has brought their insight to the sessions and sponsor breakouts so far. Swipe to see a few highlights from the first 48 hours.

 Get some rest tonight, tomorrow we finish strong. ✌️

[TradePMR @TradePMR]

Drawing on 55 years of trading through crises, from the 1973 oil embargo to the March '26 Strait of Hormuz shock, Millburn co-CEO Barry Goodman will lead a #SYNERGY26 breakout session today titled: "The Unraveling of the Post-GFC Era: What it Means for Clients." He will make the case that volatility is likely to stay "higher for longer" and detail what that means for building durable client portfolios and a stable advisory business.

Add this session to your agenda to hear a seasoned perspective on navigating sustained market volatility.

Thank you Millburn for your sponsorship!

#WealthManagement #RIA #TradePMR
Millburn and TradePMR are unaffiliated companies.

[TradePMR @TradePMR]

Operational efficiency could be a competitive advantage. Are you maximizing yours?

Today at #SYNERGY26, Advyzon’s breakout session will dive into how partnering for investment services can free up your time for complex planning and relationship building. Stop by to learn how outsourcing these specific workflows can drive measurable value and boost your firm's credibility.

Find the session time and room location in your event app to join the conversation.

Thank you @Advyzon for your sponsorship!

#WealthManagement #RIA #TradePMR
Advyzon and TradePMR are unaffiliated companies.

[TradePMR @TradePMR]

@PatDunn What a week this is turning out to be. Let's roll. #SYNERGY26

[TradePMR @TradePMR]

Relying on canned investment models isn't enough when preparing for rapidly moving market environments and economic shocks.

Today at #SYNERGY26, Artha is presenting on "Portfolio Construction in an Uncertain World." Join their session to learn a scenario-based approach to building portfolios that can withstand market volatility while strictly adhering to your clients' customization preferences.

Check the event app for the time and location so you don't miss this session.

(Disclosure: Before investing, consider your investment objectives and any associated fees and expenses. Past performance does not guarantee future results.)

Thank you @Artha for your sponsorship!

#WealthManagement #RIA #TradePMR
Artha and TradePMR are unaffiliated companies.

[TradePMR @TradePMR]

Day 2 is the core of #SYNERGY26. Today’s agenda is entirely focused on the roadmap for TradePMR and Robinhood, and what that could mean for independent RIAs over the next decade. 🔔

On the main stage this morning:
• Robb Baldwin and Robinhood's Steve Quirk outlining our long-term vision.
• A deep dive with the product teams building the next iteration of Fusion.
• A data-driven look past the headlines to understand the actual Robinhood customer.

This afternoon, we're covering private markets with Robinhood CIO Steph Guild and Head of Ventures Sarah Pinto, followed by a candid sit-down with SEC Commissioner Mark Uyeda. 👔

[TradePMR @TradePMR]

@AdvisorShares Welcome to D.C. and welcome to #SYNERGY26!

[TradePMR @TradePMR]

Let's roll. 🔥

#SYNERGY26 Day 1 is here! If you’re arriving early for the All Access fast-track, get ready to get your hands dirty with our tech and teams. Later today, Robinhood’s Chief Legal and Compliance Officer Dan Gallagher is taking the stage to chat about what’s actually shaping the future of this industry.

Who will we be seeing on the Hay-Adams rooftop tonight?