Insight
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Defining the Next Era of Wealth Management


SYNERGY26 brought together TradePMR’s decades of advisor-first expertise with Robinhood’s scale, innovation, and technology. Hundreds of advisors and industry experts gathered with TradePMR and Robinhood team members in Washington, D.C., to celebrate independent financial advice and the democratization of finance.

The week was packed with energy and momentum, including new product releases designed to empower RIAs, compelling keynotes and fireside chats, and dynamic discussions with some of the industry's top voices. 

Now, we’re bringing the best of SYNERGY26 to you. Dive into the ideas that are reimagining the advisor and client experience and unlocking new growth opportunities.
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SYNERGY26 Sponsors

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Video
Setting the Agenda

with Dan Gallagher

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Video
Purpose. Scale. Lead: The Path Forward
with Robb Baldwin
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Video
Defining the Future of TradePMR and Robinhood

with Steve Quirk and Robb Baldwin

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Video
Where We are Focused: Building the Future of Advice
Panel with moderators Abhishek Fatehpuria and Bret Feldman
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Video
Inside the SEC: A Conversation with Commissioner Uyeda
with Mark Uyeda and Dan Gallagher
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Video
Are You Winning or Just Busy
with Rich Cancro
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Video
The Crypto Crossroads: Navigating Roadblocks, Regulation, and Custody in Digital Assets

with Coy Garrison and Erica Crosland

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Video
Meet the Robinhood Customer: Redefining the Next Generation of Investors

with Bill Coppel and Pat Dunn

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video
Rep. Ann Wagner (R-MO)
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Video
I am Not a Robot
with Joanna Stern
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Blog
Robinhood and TradePMR Unveil the Future of Wealth Management at SYNERGY26
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Podcast
“Advisors, Make Your Voices Heard”: Robinhood's Dan Gallagher on DC’s Regulatory Shift
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Podcast
Balancing Protection with Innovation: How Robinhood’s Lucas Moskowitz Sees The Regulatory Road Ahead
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Blog
SYNERGY26 in Photos: A Look Back at Washington, D.C.
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Video
Synergize Podcast Live

with Ryan Neal and Grace Arnold

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Video
Fireside Discussion with Assistant Secretary of Treasury Pettit

with Lucas Moskowitz and Luke Pettit

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Video
From Insight to Execution: Harnessing AI While Managing Compliance Risk

Panelists Timothy Welsh, Korrine Kohm, John Mackowiak, and Chirag Ghandi

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SYN26 Connects Advisors
Blog
At SYNERGY26, SEC and Treasury Leaders Invite RIAs to the Policy Table
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Podcast
I Am Not a Robot: Tech Journalist Joanna Stern on AI and Human Connection
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Video
The New Portfolio Playbook: Public, Private… and Pressure on Advisors

with Steph Guild and Sarah Pinto

Coming Soon

Next Year’s Conference Details are Coming Soon!

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Sources and Disclosures

No sponsor listed is affiliated with TradePMR, Inc.

Copyright 2026, Trade-PMR, Inc.

"TradePMR," "Trade-PMR, Inc.," and "TradePMR by Robinhood" are trade names used by Trade-PMR, Inc.

Securities offered through TradePMR 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.
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Trade-PMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

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