Today, we want to thank Oak Street Funding for their sponsorship of SYNERGY25! We are looking forward to working together to deliver an extraordinary event for the RIA community. Join us from May 27-30, 2025, at the JW Marriott in Tampa! #SYNERGY25

“It’s so much more than another industry conference in Florida.” Hear from TradePMR Service and Operations Director, Bret Feldman, on why he thinks SYNERGY25 is shaping up to be the must-attend conference of 2025 in TradePMR’s latest blog post. #SYNERGY25

We are thrilled to announce an update to our Fusion Network! TradePMR has collaborated with JUMP, an AI-powered assistant designed specifically for wealth advisors. #RIA #FinTech #WealthManagement TradePMR Member FINRA/SIPC. TradePMR and JUMP AI are not affiliates.

Today, we are welcoming Motley Fool Asset Management as a Platinum sponsor for SYNERGY25. 💥 Motley Fool Asset Management and TradePMR are unaffiliated companies. #SYNERGY25 #RIA #FinTech #WealthManagement #FinancialAdvisors

We are excited to announce Orion as a Gold SYNERGY25 sponsor. The TradePMR team is looking forward to working with you to deliver an unforgettable experience. 🌠 Join us in Tampa for this year's conference. Orion and TradePMR are unaffiliated companies. #SYNERGY25

We had a chance to catch up with TradePMR Chief Revenue Officer Rob Dilbone and ask what he’s most looking forward to at this year’s conference. 🔗Read more here: hubs.li/Q03bXSFH0 #SYNERGY25

A big thank you to Inspira for joining us as a sponsor for SYNERGY25! Inspira and TradePMR are unaffiliated companies. #SYNERGY25

The TradePMR team is in Phoenix this week for iCapital Connect 2025. We are looking forward to a fantastic week of conversations around innovation, technology, and compelling market investment strategies. #iCapitalConnect2025

Rise and grind, #iCapitalConnect2025! 🚀 Don’t miss out—swing by the TradePMR booth for your daily caffeine fix AND unbeatable conversations with the TradePMR team. A HUGE thank you to Steve “Woz” Wozniak for stopping by! Hope you enjoyed your coffee!

At #SYNERGY25, TradePMR’s Chief Product Officer, Jon Patullo, is ready to showcase the work his team is doing with technology, integrations, and AI for financial advisors. We sat down with him to ask what he’s most excited to show at this year’s conference. On the list? Fusion!

Join Kyrstin Ritsema, Executive Director of Compliance Services at Confluence, for a webinar designed to help RIAs confidently navigate the steps to becoming an independent RIA. 📅 April 23, 2025 | 1:00 PM Register now to secure your spot! hubs.li/Q03gTrqF0

The countdown is on. In just 6 weeks, the doors to innovation, networking, and our vision of the future of wealth management will swing open. Join us for #SYNERGY25 Unlocked. 🔒 Register today: hubs.li/Q03hjX4l0

The TradePMR offices will be closed on Friday, April 18th in observance of Good Friday. We’ll resume normal operations on Monday, April 21. #GoodFriday

Please join us in welcoming Exhibit A as a sponsor of this year’s #SYNERGY25 conference. 📍It all happens May 27 – 30 in Tampa. Let’s challenge the status quo, together. 🔗 Register here: hubs.li/Q03kgz_r0 Exhibit A and TradePMR are unaffiliated companies.

In observance of Memorial Day, TradePMR will be closed today, Monday, May 26. Normal business hours will resume on Tuesday, May 27. This Memorial Day, we honor and remember those who made the ultimate sacrifice in service to our country. #MemorialDay2025

Welcome to Tampa! Innovation meets sunshine! ☀️ This week is all about bold ideas, meaningful connections, and charting our vision of the future of the RIA industry, together. Welcome to #SYNERGY25, Unlocked. 🔑

At TradePMR, we honor Juneteenth as a day of reflection and recognition of freedom, equality, and progress. Our offices will be closed on Thursday, June 19, in observance of the holiday. We will resume regular business hours on Friday, June 20. #Juneteenth

As a friendly reminder, the NYSE closes on 1:00 PM ET on July 3, while bond markets close at 2:00 in observance of Independence Day. TradePMR offices will be open until 3:00.

Happy 4th of July from TradePMR! Our offices are closed today in celebration of Independence Day. Wishing you a joyful and safe holiday. Thank you for being part of the TradePMR community. 🇺🇸

We’re pleased to announce the integration of Koyfin into the Fusion Network. Want to learn more? Reach out to [email protected]. #IRA #FinTech #FinancialAdvisor #WealthManagement