TradePMR

HCR Wealth Advisors Founder & CEO Greg Heller advocates for clients to call him “whenever money touches your life.” On the Synergize podcast, Greg shares how his firm’s proactive communication strategy aims to eliminate dreaded financial surprises from their clients’ lives. 🎧 Listen and subscribe to the #SynergizePodcast: https://hubs.li/Q04dB8_00 HCR Wealth Advisors and TradePMR are unaffiliated companies. #FinTech #RIA #WealthManagement #FinancialAdvisors

Ready for a look at what’s next for Fusion? 👀 Hear directly from Bret Feldman, Director of Advisor Operations at TradePMR, on why you won't want to miss our "All Access" sessions at #SYNERGY26! Join us in Washington, D.C., on June 2nd starting at 1:00 p.m. for an afternoon of live demos, intimate training, and practical strategies you can implement immediately. We’re opening the hood on how to maximize the platform for your firm, including: - Leveraging Fusion's digital account opening tool. - Powering your tech stack with CRM integrations. - Maximizing the power of the trading platform. Space is limited! Secure your spot today: https://hubs.li/Q04dXPdp0 *SYNERGY26 registration required for any All Access Day sessions. All Access Day is in-person only.

Since 1988, HCR Wealth Advisors Founder & CEO Greg Heller has been developing his firm’s trademarked Clarity FORMula™. On the latest Synergize podcast, Greg breaks down how this framework can be used to forge strong connections with clients that keep them coming back for advice. 🎧 Listen and Subscribe to the #SynergizePodcast now: https://hubs.li/Q04dz-960 HCR Wealth Advisors and TradePMR are unaffiliated companies. #FinTech #RIA #WealthManagement #FinancialAdvisors

Moments from #SYNERGY25 Taking a little scroll down memory lane and daydreaming about all the incredible connections, lightbulb moments, and pure energy from SYNERGY25. 💫 Counting down the days until we get to do it all again. If you thought those moments were a dream... just wait until you see what we’re bringing this year! #SYNERGY26

Welcome to the latest edition of TradePMR Talks! We’re excited to bring All Access Day to SYNERGY26 — a premiere event where TradePMR team members will showcase our powerful Fusion platform through hands-on, classroom-style sessions. Curious what Fusion has to offer? Register for your sessions now. Space is limited! On the road, TradePMR’s Robb Baldwin shared what makes him excited about the TradePMR-Robinhood deal. Tune into the interview for a pulse check on where the industry is heading. Read more:

Knowledge is the ultimate compounding asset. 💡 April is #FinancialLiteracyMonth, and we want to celebrate the incredible work that independent financial advisors do every single day. True wealth management transcends mere financial figures. It's the process of simplifying complex financial concepts to provide clarity and assurance for clients and their families. Here is to the RIAs who are patiently educating, empowering, and guiding the next generation of investors. At TradePMR, we’re privileged to serve you with the support and technology that helps you focus on what matters most. . 👏

What makes a successful financial advisor? For Monish Verma, Founding Partner and CEO of Vardhan Wealth Management, it goes far beyond stock and bond allocations. In our latest #RIAReflections, Monish shares a powerful open letter to the next generation of advisors. He details his journey from law school to finding his true calling, exploring why understanding your "why" and building deep, trust-based connections are the true keys to a fulfilling career in wealth management. Read Monish's full letter to the next generation on RIA Reflections: To the Next Generation of Advisors https://hubs.li/Q04d4yxS0 Vardhan Wealth Management and TradePMR are unaffiliated companies.

Six weeks until #SYNERGY26. Are you ready? The future of independent advice takes center stage in Washington, D.C., from June 2-4th. Join TradePMR for three days of actionable insights, featuring hands-on technology training during our All Access* kickoff and strategic keynotes from industry leaders. Space is filling up. Review the agenda and register here: https://hubs.li/Q04cXQmq0 *SYNERGY26 registration required for any All Access Day sessions. All Access Day is in-person only.

Ready to unlock Fusion’s full potential? 🔓 We’re kicking off SYNERGY26 with All Access Day, an exclusive, hands-on event designed for advisors who want to master the Fusion platform. Join us on June 2nd in Washington, D.C., for interactive training sessions led by TradePMR Subject Matter Experts and Relationship Managers. Unlock Fusion's Full Potential at SYNERGY26 All Access! This is your chance to get a deep dive into our tech and discover actionable strategies to help streamline your workflows. What’s on the agenda? 🔹 Digital Account Opening: Faster, frictionless onboarding. 🔹 CRM Integrations: Connecting Fusion to your existing tech stack. 🔹 Fee Billing: Simplifying your billing process with integrated tools. 🔹 Trading Platform: Precision trading with model and rebalancing functionalities. 🔹 Securities-Backed Lending: Expanding your client offering with flexible liquidity solutions. Space is limited. Don’t miss your opportunity to get direct, expert-led training. Read our latest blog for a full session breakdown and secure your spot today! 👇 Unlock Fusion's Full Potential at SYNERGY26 All Access! https://hubs.li/Q04cxX0K0

I recently had the opportunity for a great conversation (sponsored by the team at Advyzon) to talk about something I'm incredibly passionate about: The future of advice and what our recent deal with Robinhood means for the industry. For too long, legacy infrastructure has acted as a ceiling on advisor growth. We hear all the time that advisors are being pushed to serve more clients with fewer resources. That’s exactly why we partnered with Robinhood. We aren't just putting a fresh coat of paint on old pipes; we are rebuilding core technology from the ground up. In this interview, we dig into what tangible disruption actually means for independent advisors today, and why delivering advice digitally at scale is no longer optional if you want to stay relevant to the next generation of investors. I'd love to hear your thoughts on where you see advisory tech heading next. Check out our full discussion below! 👇 https://hubs.ly/Q04ckLcR0* *The link is located on another server. TradePMR does not endorse this website, its sponsor, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site. TradePMR and Advyzon are unaffiliated companies.