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About SYNERGY25:

Unlocking the Future

SYNERGY25 brought together hundreds of advisors, industry experts, and the TradePMR team at the JW Marriott in Tampa, Florida. This annual gathering was a powerful forum for exploring the future of wealth management and unveiling TradePMR’s vision for the future, including how we are working to disrupt the custodial landscape to help RIAs unlock a new generation of growth.

The week was packed with insights, from compelling keynotes and candid fireside chats with TradePMR and Robinhood leadership, to dynamic discussions with some of the industry's top voices. 

Now, we’re bringing the best of SYNERGY25 to you. Dive into the ideas that are helping to shape the future.

The videos and articles below are intended solely for an advisor audience. They may not be recorded, copied, photographed, or otherwise reproduced. Redistribution of this information is strictly prohibited. For Institutional Use Only.

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SYNERGY25 Sponsors

Synergy25 Live EP07
Pocast
Synergy25 Live: Rich Cancro on Using RIA Technology for Growth
with Rich Cancro, Founder and CEO of AdvisorEngine
Listen to Podcast
Tony Mazzali EP06
Podcast
Synergy25 Live: Tony Mazzali Prepares His RIA for the Next Generation
with Tony Mazzali, CEO of CG Financial Services
Listen to Podcast
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Podcast
Synergy25 Live: Robb Baldwin Explores the Future of Financial Advice
with Robb Baldwin, Founder and CEO of TradePMR
Listen to Podcast
Referral Program Blog Card
Blog
Robinhood and TradePMR Preview Upcoming Referral Program at SYNERGY25
Read Article
McSweeney Podcast
Podcast
Synergy25 Live: Exploring the Future of Alternative Investments with iCapital
with Scott McSweeney, President of Platform Partnerships at iCapital
Listen to Podcast
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Podcast
Synergy25 Live: Rethinking Time, Technology, and What it Means to Succeed as an Advisor
with Michael Kitces, Chief Financial Planning Nerd of Kitces.com
Listen to Podcast
Hohimer Podcast
Podcast
Synergy25 Live: Answering to the Next Generation Question
with David Hohimer, Managing Partner of Hohimer Wealth Management
Listen to Podcast
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Podcast
Synergy25 Live: Democratizing Wealth Management
with Robinhood Markets Chairman and CEO, Vlad Tenev
Listen to Podcast
Robb Baldwin | Unlocking the Future: A New Era for RIAs in the Age of the Great Wealth Transfer
Video
Unlocking the Future: A New Era for RIAs in the Age of the Great Wealth Transfer
with Robb Baldwin
Watch Video
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Video
Advisors & Innovation: Partnering with Robinhood to Serve the Next Generation
with Vlad Tenev and Robb Baldwin
Watch Video
Steve Quirk and Robb Baldwin
Video
From Innovation to Impact: How TradePMR and Robinhood Are Helping Shape the Future of the Wealth Management Industry
with Steve Quirk and Robb Baldwin
Watch Video
Dan Gallagher &amp; Lucas Moskowitz
Video
Regulatory Crossroads: Navigating Change
with Dan Gallagher and Lucas Moskowitz
Watch Video
Blog Cards-SYNERGY25 recap
Blog
SYNERGY25: Relive How We Unlocked Our Vision of The Future of Wealth Management in Tampa
Read Article

Next Year’s Conference Details are Coming Soon!

Next Year’s Conference Details are Coming Soon!

Sources and Disclosures

No sponsor listed is affiliated with Trade-PMR, Inc.

Copyright 2025, Trade-PMR, Inc.

Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.msrb.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
Market volatility, volume, and system availability may impact account access and trade execution.

TradePMR, Inc. is a subsidiary of Robinhood Markets, Inc.

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