TradePMR is Returning to Tampa Bay for SYNERGY25: UNLOCKED
Engage with TradePMR leadership and hear from some of the industry's leading voices on growth, compliance, and technology.
Registration is now open for TradePMR's signature conference, SYNERGY25. Join us at the JW Marriott in Tampa, Florida, from May 27 – 30. Unlock your firm's full potential and register today.
Our Next Step: Robinhood to Acquire TradePMR
We announced that TradePMR has entered into an agreement to be acquired by Robinhood Markets.
Together, TradePMR and Robinhood plan to build a referral program to enable RIAs to connect with a new generation of investors.
Listen to Ep. 15 of the Synergize Podcast
Synergize hosts Bill Coppel , Chief Client Growth Officer at TradePMR, and Ryan Neal , Senior Editor at TradePMR, welcome Kelly Waltrich , Co-Founder and CEO of Intention.ly , to discuss ways to potentially boost sales and marketing efficiency to drive growth.
To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone
"You will go through different stages throughout your career and you'll need to be able to manage yourself and your own expectations and limits."
Carolyn Armitage, CFP®, CIMA® , Founder and CEO of RIA Circle™, LLC and Wealth Management Consulting, LLC , discusses how running an independent advisory firm often means wearing a lot of hats.
Hear from TradePMR’s Executive Leadership
"It's the service and support that we provide that solidifies our relationship with advisors."
This month we’re spotlighting R. Scott Victoria, MBA, CFP® , Chief Operating Officer at TradePMR. Hear what he has to say about TradePMR’s mission to provide the best customer service and technology to help RIAs thrive.
✈️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 sales@tradepmr.com.
Ready to start a conversation? Email hello@tradepmr.com
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.
Securities offered through Trade-PMR, Inc.,
The information contained herein is based on sources we believe reliable but is not considered all-inclusive. Opinions are our current opinions only and are subject to change without notice. Offerings are subject to prior sale and/or change in price. Prices, quotes, rates and yields are subject to change without notice. Trade-PMR, Inc. does not provide investment, tax or legal advice. Trade-PMR, Inc. member FINRA and SIPC is a registered broker-dealer. Generally, investments are NOT FDIC INSURED and MAY LOSE VALUE. Please contact your Financial Advisor with information regarding specific investments. Trade-PMR, Inc. reserves the right to monitor all electronic correspondence